SPGI icon

S&P Global

2,166 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, 778 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: 2,0372,166 (+129)

1.44% more ownership

Funds ownership: 86.02%87.46% (+1.4%)

3% less repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 803

Holders
2,166
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
CFO
1526
CVA Family Office
Colorado
$407K
DO
1527
denkapparat Operations
Germany
$404K
MWM
1528
MGB Wealth Management
Texas
$403K
EFG
1529
Ethos Financial Group
Pennsylvania
$403K
SG
1530
Somerset Group
Minnesota
$403K
RZH
1531
Relyea Zuckerberg Hanson
Connecticut
$402K
AA
1532
Acorns Advisers
California
$402K
DBRC
1533
D.B. Root & Company
Pennsylvania
$400K
SAM
1534
Stembrook Asset Management
New Jersey
$400K
IIC
1535
Integrated Investment Consultants
Michigan
$400K
BMO
1536
Beck Mack & Oliver
New York
$400K
EA
1537
Emerald Advisers
Pennsylvania
$399K
G
1538
Gainplan
Michigan
$398K
PWS
1539
Peterson Wealth Services
Utah
$397K
SW
1540
Simplicity Wealth
New Jersey
$395K
HBT
1541
Heartland Bank & Trust
Illinois
$394K
BB
1542
Busey Bank
Illinois
$394K
CSB
1543
City State Bank
Iowa
$394K
LP
1544
LB Partners
Virginia
$392K
VCM
1545
Violich Capital Management
California
$392K
PWP
1546
Phillips Wealth Planners
Mississippi
$390K
BCM
1547
Bourgeon Capital Management
Connecticut
$390K
MCCA
1548
Mill Creek Capital Advisors
Pennsylvania
$387K
MW
1549
Marble Wealth
Alabama
$386K
EFG
1550
Elm3 Financial Group
Georgia
$382K