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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
KTC
1576
Kentucky Trust Company
Kentucky
$311K
FFA
1577
Founders Financial Alliance
North Carolina
$309K
BFG
1578
Bouchey Financial Group
New York
$308K
BWS
1579
Broadway Wealth Solutions
Texas
$308K
AA
1580
Acorns Advisers
California
$307K
IP
1581
Isthmus Partners
Wisconsin
$307K
NFC
1582
Northeast Financial Consultants
Connecticut
$305K
IWN
1583
Independent Wealth Network
Iowa
$305K
CWG
1584
Cornerstone Wealth Group
North Carolina
$304K
BIA
1585
Bell Investment Advisors
California
$303K
SW
1586
StrongBox Wealth
Missouri
$303K
PP
1587
Patten & Patten
Tennessee
$302K
ACA
1588
Affinity Capital Advisors
California
$302K
ANTB
1589
AMG National Trust Bank
Colorado
$302K
MMA
1590
Mizuho Markets Americas
New York
$302K
GVAG
1591
Great Valley Advisor Group
Delaware
$301K
KFS
1592
Keynote Financial Services
Connecticut
$301K
MIP
1593
Marietta Investment Partners
Wisconsin
$301K
GA
1594
Goldstein Advisors
Wisconsin
$300K
EL
1595
EWA LLC
Pennsylvania
$299K
NWAG
1596
Net Worth Advisory Group
Utah
$299K
CPA
1597
Capital Performance Advisors
California
$298K
RFW
1598
Rainier Family Wealth
Washington
$293K
OAM
1599
Occidental Asset Management
California
$293K
EW
1600
Elyxium Wealth
California
$293K