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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
HWP
1551
Hibernia Wealth Partners
Louisiana
$334K
SHGA
1552
Sand Hill Global Advisors
California
$333K
AC
1553
Attessa Capital
Arizona
$333K
MMCM
1554
Murphy & Mullick Capital Management
New York
$332K
BCG
1555
Breakwater Capital Group
New Jersey
$332K
CIA
1556
Compass Ion Advisors
Pennsylvania
$330K
KLCM
1557
KG&L Capital Management
Louisiana
$330K
V
1558
VeraBank
Texas
$328K
FAIM
1559
Financial Advocates Investment Management
Washington
$325K
GAA
1560
Global Assets Advisory
Florida
$323K
EGWAG
1561
Elwood & Goetz Wealth Advisory Group
Georgia
$323K
IFS
1562
Ifrah Financial Services
Arkansas
$322K
TWP
1563
Tyche Wealth Partners
Texas
$321K
CB
1564
Community Bank
New York
$321K
JMFC
1565
J.M. Forbes & Co
Massachusetts
$320K
CFG
1566
Carr Financial Group
Massachusetts
$319K
SMC
1567
Smith, Moore & Co
Missouri
$318K
VA
1568
Valmark Advisers
Ohio
$317K
TFM
1569
TFC Financial Management
Massachusetts
$317K
PAM
1570
Paradigm Asset Management
New York
$316K
SIC
1571
Salem Investment Counselors
North Carolina
$314K
CMP
1572
Courage Miller Partners
Virginia
$314K
GAM
1573
Gould Asset Management
California
$313K
GC
1574
Grimes & Company
Massachusetts
$312K
SCM
1575
Sunbeam Capital Management
Georgia
$311K