SPGI icon

S&P Global

2,166 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 778 increasing their positions, 803 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more capital invested

Capital invested by funds: $ → $

6% more funds holding

Funds holding: 2,0372,166 (+129)

1.44% more ownership

Funds ownership: 86.02%87.46% (+1.4%)

3% less repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 803

Holders
2,166
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
92
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.68B
Puts
$1.31B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LOWM
1451
Laurel Oak Wealth Management
New Jersey
$476K
CG
1452
Cynosure Group
Utah
$476K
SB
1453
Strategic Blueprint
Georgia
$474K
AI
1454
AdvisorShares Investments
Maryland
$470K
PFG
1455
PAX Financial Group
Texas
$469K
RP
1456
Riverwater Partners
Wisconsin
$469K
TW
1457
ticino wealth
California
$469K
MWM
1458
Modera Wealth Management
New Jersey
$467K
MSS
1459
Mitchell Sinkler & Starr
Pennsylvania
$466K
RS
1460
R Squared
Hong Kong
$466K
PL
1461
Perpetual Ltd
Australia
$465K
4WM
1462
44 Wealth Management
Oregon
$463K
AIM
1463
Alhambra Investment Management
Florida
$463K
AWA
1464
Arete Wealth Advisors
Illinois
$463K
UCB
1465
United Community Bank
South Carolina
$461K
HCMG
1466
Howard Capital Management Group
California
$461K
NL
1467
NWAM LLC
Washington
$461K
ZIM
1468
Zacks Investment Management
Illinois
$460K
HFRG
1469
Houlihan Financial Resource Group
Virginia
$459K
WAM
1470
Wakefield Asset Management
Colorado
$459K
SIM
1471
Sentry Investment Management
Wisconsin
$459K
TP
1472
Tranquility Partners
Tennessee
$459K
TWM
1473
Topsail Wealth Management
North Carolina
$459K
VGDSS
1474
VUB Generali dochodkova spravcovska spolocnost
$458K
RWM
1475
Revisor Wealth Management
Ohio
$458K