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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
WLIM
1626
White Lighthouse Investment Management
Massachusetts
$320K
ACA
1627
Affinity Capital Advisors
California
$320K
GC
1628
Grimes & Company
Massachusetts
$320K
SWM
1629
Stronghold Wealth Management
Florida
$319K
CFG
1630
Carr Financial Group
Massachusetts
$318K
CWA
1631
Canvas Wealth Advisors
Kansas
$318K
IWP
1632
Innova Wealth Partners
Pennsylvania
$318K
PSP
1633
Principal Street Partners
Tennessee
$317K
BWS
1634
Broadway Wealth Solutions
Texas
$317K
CIA
1635
Compass Ion Advisors
Pennsylvania
$316K
SCM
1636
Sunbeam Capital Management
Georgia
$315K
MMCM
1637
Murphy & Mullick Capital Management
New York
$315K
PAM
1638
Paradigm Asset Management
New York
$314K
PA
1639
Probity Advisors
Texas
$313K
S
1640
Storgate
Texas
$313K
V
1641
VeraBank
Texas
$312K
GAA
1642
Global Assets Advisory
Florida
$311K
FCBT
1643
First Citizens Bank & Trust
North Carolina
$310K
IFS
1644
Ifrah Financial Services
Arkansas
$309K
NW
1645
Naviter Wealth
Arkansas
$309K
KTC
1646
Kentucky Trust Company
Kentucky
$308K
FFA
1647
Founders Financial Alliance
North Carolina
$308K
CB
1648
Community Bank
New York
$307K
EW
1649
Elyxium Wealth
California
$306K
PL
1650
Plancorp LLC
Missouri
$306K