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S&P Global

2,166 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 778 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: 2,0362,166 (+130)

1.44% more ownership

Funds ownership: 86.02%87.46% (+1.4%)

3% less repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 803

Holders
2,166
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
VCM
1601
Versant Capital Management
Arizona
$339K
IFA
1602
Index Fund Advisors
California
$338K
BFG
1603
Bouchey Financial Group
New York
$336K
FWIA
1604
Fort Washington Investment Advisors
Ohio
$336K
PFA
1605
Pure Financial Advisors
California
$335K
TVPW
1606
Third View Private Wealth
Connecticut
$334K
M1FG
1607
Mach-1 Financial Group
Arkansas
$334K
WW
1608
Wright Wealth
Georgia
$333K
SRC
1609
Shufro Rose & Co
New York
$331K
TW
1610
Traveka Wealth
California
$331K
EGWAG
1611
Elwood & Goetz Wealth Advisory Group
Georgia
$330K
AO
1612
Advisor OS
Illinois
$330K
CWM
1613
Cornerstone Wealth Management
Missouri
$330K
FCM
1614
Fourpath Capital Management
Oklahoma
$329K
BCG
1615
Breakwater Capital Group
New Jersey
$329K
LMFP
1616
Larry Mathis Financial Planning
Arizona
$329K
JMFC
1617
J.M. Forbes & Co
Massachusetts
$328K
AWA
1618
AGH Wealth Advisors
Kansas
$327K
IP
1619
Isthmus Partners
Wisconsin
$325K
1WA
1620
180 Wealth Advisors
Washington
$325K
SIC
1621
Samalin Investment Counsel
New York
$323K
VC
1622
Veracity Capital
Georgia
$323K
SMC
1623
Smith, Moore & Co
Missouri
$321K
AWE
1624
Avidian Wealth Enterprises
Texas
$321K
WLIM
1625
White Lighthouse Investment Management
Massachusetts
$320K