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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
BW
1601
BIP Wealth
Georgia
$339K
VCM
1602
Versant Capital Management
Arizona
$339K
IFA
1603
Index Fund Advisors
California
$338K
BFG
1604
Bouchey Financial Group
New York
$336K
FWIA
1605
Fort Washington Investment Advisors
Ohio
$336K
PFA
1606
Pure Financial Advisors
California
$335K
TVPW
1607
Third View Private Wealth
Connecticut
$334K
M1FG
1608
Mach-1 Financial Group
Arkansas
$334K
WW
1609
Wright Wealth
Georgia
$333K
SRC
1610
Shufro Rose & Co
New York
$331K
TW
1611
Traveka Wealth
California
$331K
EGWAG
1612
Elwood & Goetz Wealth Advisory Group
Georgia
$330K
AO
1613
Advisor OS
Illinois
$330K
CWM
1614
Cornerstone Wealth Management
Missouri
$330K
FCM
1615
Fourpath Capital Management
Oklahoma
$329K
BCG
1616
Breakwater Capital Group
New Jersey
$329K
LMFP
1617
Larry Mathis Financial Planning
Arizona
$329K
JMFC
1618
J.M. Forbes & Co
Massachusetts
$328K
AWA
1619
AGH Wealth Advisors
Kansas
$327K
IP
1620
Isthmus Partners
Wisconsin
$325K
1WA
1621
180 Wealth Advisors
Washington
$325K
SIC
1622
Samalin Investment Counsel
New York
$323K
VC
1623
Veracity Capital
Georgia
$323K
SMC
1624
Smith, Moore & Co
Missouri
$321K
AWE
1625
Avidian Wealth Enterprises
Texas
$321K