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S&P Global

2,049 hedge funds and large institutions have $133B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 804 increasing their positions, 757 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,049
Holders Change
+37
Holders Change %
+1.84%
% of All Funds
27.83%
Holding in Top 10
71
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.41%
% of All Funds
0.96%
New
191
Increased
804
Reduced
757
Closed
119
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Shares
Change %
HA
1551
Huntleigh Advisors
Missouri
$332K -$52.4K -103 -14%
CWM
1552
Compass Wealth Management
Connecticut
$332K
PPW
1553
Pasadena Private Wealth
California
$332K
ACM
1554
Avalon Capital Management
California
$331K
FFG
1555
Fortem Financial Group
California
$331K +$331K +652 New
UOC
1556
University of Chicago
Illinois
$330K +$330K +650 New
II
1557
Impact Investors
California
$330K -$4.57K -9 -1%
1WA
1558
180 Wealth Advisors
Washington
$330K -$19.8K -39 -6%
CWA
1559
Crux Wealth Advisors
California
$329K -$183K -361 -36%
NW
1560
Naviter Wealth
Arkansas
$327K +$10.1K +20 +3%
KFS
1561
Keynote Financial Services
Connecticut
$325K
ZIM
1562
Zacks Investment Management
Illinois
$324K +$508 +1 +0.2%
V
1563
VeraBank
Texas
$324K
SW
1564
Simplicity Wealth
New Jersey
$324K +$324K +637 New
WFA
1565
Wellspring Financial Advisors
Ohio
$321K +$57.9K +114 +22%
LWIC
1566
Leith Wheeler Investment Counsel
British Columbia, Canada
$320K +$320K +630 New
EFG
1567
Ethos Financial Group
Pennsylvania
$319K
BIA
1568
Bell Investment Advisors
California
$318K +$2.54K +5 +0.8%
CIA
1569
Compass Ion Advisors
Pennsylvania
$318K +$4.57K +9 +1%
OP
1570
ORG Partners
Indiana
$317K -$114K -224 -27%
RFW
1571
Rainier Family Wealth
Washington
$317K -$5.08K -10 -2%
BCG
1572
Breakwater Capital Group
New Jersey
$317K +$317K +623 New
SOW
1573
State of Wyoming
Wyoming
$316K +$183K +361 +138%
VAG
1574
VisionPoint Advisory Group
Texas
$314K +$36.6K +72 +13%
IFS
1575
Ifrah Financial Services
Arkansas
$314K -$16.3K -32 -5%