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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
CWA
1526
Cura Wealth Advisors
Illinois
$408K
CFO
1527
CVA Family Office
Colorado
$407K
DO
1528
denkapparat Operations
Germany
$404K
MWM
1529
MGB Wealth Management
Texas
$403K
EFG
1530
Ethos Financial Group
Pennsylvania
$403K
SG
1531
Somerset Group
Minnesota
$403K
RZH
1532
Relyea Zuckerberg Hanson
Connecticut
$402K
AA
1533
Acorns Advisers
California
$402K
DBRC
1534
D.B. Root & Company
Pennsylvania
$400K
SAM
1535
Stembrook Asset Management
New Jersey
$400K
IIC
1536
Integrated Investment Consultants
Michigan
$400K
BMO
1537
Beck Mack & Oliver
New York
$400K
EA
1538
Emerald Advisers
Pennsylvania
$399K
G
1539
Gainplan
Michigan
$398K
PWS
1540
Peterson Wealth Services
Utah
$397K
SW
1541
Simplicity Wealth
New Jersey
$395K
HBT
1542
Heartland Bank & Trust
Illinois
$394K
BB
1543
Busey Bank
Illinois
$394K
CSB
1544
City State Bank
Iowa
$394K
LP
1545
LB Partners
Virginia
$392K
VCM
1546
Violich Capital Management
California
$392K
PWP
1547
Phillips Wealth Planners
Mississippi
$390K
BCM
1548
Bourgeon Capital Management
Connecticut
$390K
MCCA
1549
Mill Creek Capital Advisors
Pennsylvania
$387K
MW
1550
Marble Wealth
Alabama
$386K