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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
AWP
1601
Ascent Wealth Partners
New York
$292K
FI
1602
FWG Investments
Kentucky
$291K
AFA
1603
AA Financial Advisors
Ohio
$291K
CWM
1604
Compass Wealth Management
Connecticut
$290K
VEA
1605
Virtus ETF Advisers
New York
$290K
RA
1606
RFG Advisory
Alabama
$290K
CMBA
1607
C.M. Bidwell & Associates
Hawaii
$289K
VFG
1608
Victory Financial Group
Texas
$289K
FA
1609
Financial Alternatives
California
$289K
AFW
1610
Avantra Family Wealth
Pennsylvania
$289K
BCM
1611
Brookstone Capital Management
Illinois
$288K
WF
1612
Wayfinding Financial
Washington
$287K
AWM
1613
Aviso Wealth Management
Washington
$285K
MIM
1614
Meridiem Investment Management
United Kingdom
$285K
WCM
1615
Wedge Capital Management
North Carolina
$283K
GKWIM
1616
Gerber Kawasaki Wealth & Investment Management
California
$282K
SLA
1617
Silver Lake Advisory
Utah
$281K
PCMC
1618
Paragon Capital Management (Colorado)
Colorado
$281K
RCG
1619
Ruane, Cunniff & Goldfarb
New York
$280K
PJWM
1620
Philip James Wealth Mangement
Georgia
$280K
BAM
1621
Blueshift Asset Management
New Jersey
$279K
CFP
1622
Cascade Financial Partners
California
$279K
EFSCE
1623
Enterprise Financial Services Corp (EFSC)
Missouri
$279K
AAMU
1624
AEGON Asset Management (UK)
United Kingdom
$278K
MA
1625
Mezzasalma Advisors
New Jersey
$278K