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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
SWM
1501
Sculati Wealth Management
Michigan
$374K
LCM
1502
LVM Capital Management
Michigan
$373K
AA
1503
Armis Advisers
Georgia
$373K
SA
1504
Sovran Advisors
California
$372K
AWA
1505
AGH Wealth Advisors
Kansas
$372K
FCM
1506
Fourpath Capital Management
Oklahoma
$372K
MWM
1507
Mattern Wealth Management
Kansas
$372K
ACA
1508
Anchor Capital Advisors
Massachusetts
$371K
NW
1509
Naviter Wealth
Arkansas
$371K
SWA
1510
Sax Wealth Advisors
New Jersey
$369K
BGCP
1511
Bristol Gate Capital Partners
Ontario, Canada
$369K
BCFD
1512
Boit C.F. David
$369K
AWM
1513
Angeles Wealth Management
California
$369K
FCM
1514
Family Capital Management
Michigan
$368K
SRL
1515
Scientech Research LLC
New Jersey
$367K
C
1516
Covestor
United Kingdom
$365K
GDP
1517
Great Diamond Partners
Maine
$364K
MCWA
1518
Meadow Creek Wealth Advisors
Georgia
$360K
WA
1519
Wealth Architects
California
$359K
PL
1520
Plancorp LLC
Missouri
$359K
SIC
1521
Samalin Investment Counsel
New York
$358K
BOS
1522
Bank of Stockton
California
$358K
MA
1523
MONECO Advisors
Connecticut
$356K
CPA
1524
Capital Planning Advisors
California
$354K
MWM
1525
MGB Wealth Management
Texas
$354K