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S&P Global

2,167 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, 779 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: 2,0382,167 (+129)

1.47% more ownership

Funds ownership: 86.02%87.49% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 803

Holders
2,167
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
RWM
1476
Revisor Wealth Management
Ohio
$458K
SAM
1477
Strategy Asset Managers
California
$456K
MSCM
1478
McElhenny Sheffield Capital Management
Texas
$454K
MGIA
1479
Matthew Goff Investment Advisor
Texas
$454K
CFFP
1480
Center for Financial Planning
Michigan
$452K
JIC
1481
Joel Isaacson & Co
New York
$450K
AIA
1482
Accelerate Investment Advisors
California
$450K
TFP
1483
Tilia Fiduciary Partners
North Carolina
$450K
CA
1484
Centerpoint Advisors
Massachusetts
$448K
FNWM
1485
Financial Network Wealth Management
Utah
$445K
OF
1486
Optimize Financial
California
$444K
WI
1487
Wealth Intelligence
Georgia
$444K
CFO
1488
Cambient Family Office
Michigan
$444K
SFS
1489
Sowell Financial Services
Arkansas
$443K
AT
1490
Avalon Trust
New Mexico
$442K
DCM
1491
Dudley Capital Management
Virginia
$441K
DOA
1492
D'Orazio & Associates
Virginia
$441K
CFG
1493
Cooper Financial Group
California
$440K
WAP
1494
Wealthcare Advisory Partners
Pennsylvania
$440K
ACIM
1495
Azimuth Capital Investment Management
Michigan
$439K
WAG
1496
Wilkerson Advisory Group
Missouri
$436K
ACGA
1497
Atlanta Consulting Group Advisors
Georgia
$435K
5NPW
1498
55 North Private Wealth
Florida
$434K
SA
1499
Sovran Advisors
California
$433K
SW
1500
SVB Wealth
Massachusetts
$432K