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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
SB
1526
Simmons Bank
Arkansas
$353K
DE
1527
Diversified Enterprises
Delaware
$353K
PWP
1528
Phillips Wealth Planners
Mississippi
$350K
CFSG
1529
Community Financial Services Group
Vermont
$350K
MHC
1530
May Hill Capital
Massachusetts
$346K
SRC
1531
Shufro Rose & Co
New York
$346K
TW
1532
Traveka Wealth
California
$345K
GP
1533
Gallo Partners
New Jersey
$345K
SP
1534
Stablepoint Partners
Massachusetts
$345K
ICP
1535
Impact Capital Partners
Colorado
$344K
PPW
1536
Pasadena Private Wealth
California
$344K
II
1537
Impact Investors
California
$344K
ACM
1538
Avalon Capital Management
California
$344K
WMA
1539
William Mack & Associates
Michigan
$343K
EA
1540
Eclectic Associates
California
$343K
UOC
1541
University of Chicago
Illinois
$343K
SIA
1542
SGL Investment Advisors
Montana
$342K
CWA
1543
Canvas Wealth Advisors
Kansas
$342K
VC
1544
Veracity Capital
Georgia
$341K
IFA
1545
Index Fund Advisors
California
$341K
1WA
1546
180 Wealth Advisors
Washington
$340K
LOIM
1547
Liberty One Investment Management
Illinois
$339K
RBC
1548
Romano Brothers & Co
Illinois
$338K
AWM
1549
Ariadne Wealth Management
California
$337K
HA
1550
Huntleigh Advisors
Missouri
$336K