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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
HI
1626
Hendershot Investments
Virginia
$278K
WI
1627
WrapManager Inc
California
$277K
BFA
1628
Bragg Financial Advisors
North Carolina
$277K
G
1629
GenTrust
Florida
$276K
DBIA
1630
Dumont & Blake Investment Advisors
New Jersey
$276K
FOA
1631
Five Oceans Advisors
California
$276K
TCOT
1632
Trust Company of Toledo
Ohio
$275K
FP
1633
Financial Perspectives
Minnesota
$274K
LSL
1634
Legacy Solutions LLC
Pennsylvania
$272K
EMCIP
1635
Ewing Morris & Co Investment Partners
Ontario, Canada
$272K
MTC
1636
McDaniel Terry & Co
Texas
$272K
PWM
1637
Partners Wealth Management
California
$269K
GF
1638
GGM Financials
Ohio
$268K
WLIM
1639
White Lighthouse Investment Management
Massachusetts
$266K
SIM
1640
Stratos Investment Management
Ohio
$266K
1WM
1641
1858 Wealth Management
Ohio
$266K
TIA
1642
Traphagen Investment Advisors
New Jersey
$265K
CP
1643
Canopy Partners
Ohio
$265K
MPM
1644
MBB Public Markets
Illinois
$264K
LSV Asset Management
1645
LSV Asset Management
Illinois
$264K
CAM
1646
Claret Asset Management
Quebec, Canada
$264K
Koshinski Asset Management
1647
Koshinski Asset Management
Illinois
$264K
MIM
1648
Marco Investment Management
Georgia
$264K
LWMM
1649
Legacy Wealth Management (Mississippi)
Mississippi
$264K
EWS
1650
Eagle Wealth Strategies
New Jersey
$263K