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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
DWM
1576
Diversify Wealth Management
Utah
$354K
WS
1577
Wilian Securities
Minnesota
$353K
CFSG
1578
Community Financial Services Group
Vermont
$353K
KLCM
1579
KG&L Capital Management
Louisiana
$353K
Q
1580
QVR
California
$352K
MCWA
1581
Meadow Creek Wealth Advisors
Georgia
$352K
GWP
1582
Gen-Wealth Partners
Michigan
$352K
CPA
1583
Capital Planning Advisors
California
$351K
ICP
1584
Impact Capital Partners
Colorado
$349K
WA
1585
Wealth Architects
California
$349K
TFS
1586
Targeted Financial Services
Florida
$348K
SB
1587
Simmons Bank
Arkansas
$348K
SQA
1588
Simon Quick Advisors
New Jersey
$346K
SWM
1589
Sculati Wealth Management
Michigan
$344K
EA
1590
Eclectic Associates
California
$343K
CA
1591
CoreCap Advisors
Michigan
$343K
SP
1592
Stablepoint Partners
Massachusetts
$343K
SPW
1593
Signet Private Wealth
Illinois
$342K
PPW
1594
Pasadena Private Wealth
California
$341K
C
1595
Covestor
United Kingdom
$341K
WMA
1596
William Mack & Associates
Michigan
$340K
UOC
1597
University of Chicago
Illinois
$340K
MWM
1598
Mattern Wealth Management
Kansas
$339K
SHFG
1599
S Harris Financial Group
Texas
$339K
SHGA
1600
Sand Hill Global Advisors
California
$339K