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S&P Global

2,044 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 793 increasing their positions, 794 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $133B → $140B (+$6.47B)

0% less repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 794

1% less funds holding

Funds holding: 2,0552,044 (-11)

Holders
2,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$911M
Puts
$668M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1476
Strategy Asset Managers
California
$395K
DT
1477
Diversified Trust
Tennessee
$395K
EFG
1478
Ethos Financial Group
Pennsylvania
$394K
BCM
1479
Bourgeon Capital Management
Connecticut
$393K
BAM
1480
Byrne Asset Management
New Jersey
$393K
SVWAG
1481
Sound View Wealth Advisors Group
Georgia
$392K
PWS
1482
Peterson Wealth Services
Utah
$391K
SGI
1483
Summit Global Investments
Utah
$390K
WI
1484
WBI Investments
New Jersey
$389K
MCCA
1485
Mill Creek Capital Advisors
Pennsylvania
$389K
NRC
1486
New Republic Capital
North Carolina
$386K
TCM
1487
Teza Capital Management
Illinois
$386K
HR
1488
Hardy Reed
Mississippi
$385K
ACH
1489
ArrowMark Colorado Holdings
Colorado
$385K
WHCI
1490
W.H. Cornerstone Investments
Massachusetts
$384K
OF
1491
Optimize Financial
California
$381K
NB
1492
Northwest Bancshares
Pennsylvania
$381K
IAN
1493
Integrated Advisors Network
Texas
$381K
BC
1494
Burney Company
Virginia
$378K
PCS
1495
Personal CFO Solutions
New Jersey
$378K
AC
1496
Allstate Corporation
Illinois
$378K
IAIM
1497
International Assets Investment Management
Florida
$377K
AAA
1498
AG Asset Advisory
California
$376K
AI
1499
AXS Investments
New York
$375K
PTC
1500
Philadelphia Trust Company
Pennsylvania
$375K