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S&P Global

2,193 hedge funds and large institutions have $138B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 787 increasing their positions, 806 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: $ → $

7% more funds holding

Funds holding: 2,0512,193 (+142)

0.97% more ownership

Funds ownership: 86.13%87.1% (+0.97%)

2% less repeat investments, than reductions

Existing positions increased: 787 | Existing positions reduced: 806

Holders
2,193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
TW
1626
Traveka Wealth
California
$331K
EGWAG
1627
Elwood & Goetz Wealth Advisory Group
Georgia
$330K
AO
1628
Advisor OS
Illinois
$330K
CWM
1629
Cornerstone Wealth Management
Missouri
$330K
FCM
1630
Fourpath Capital Management
Oklahoma
$329K
BCG
1631
Breakwater Capital Group
New Jersey
$329K
LMFP
1632
Larry Mathis Financial Planning
Arizona
$329K
JMFC
1633
J.M. Forbes & Co
Massachusetts
$328K
AWA
1634
AGH Wealth Advisors
Kansas
$327K
IP
1635
Isthmus Partners
Wisconsin
$325K
1WA
1636
180 Wealth Advisors
Washington
$325K
SIC
1637
Samalin Investment Counsel
New York
$323K
VC
1638
Veracity Capital
Georgia
$323K
SMC
1639
Smith, Moore & Co
Missouri
$321K
AWE
1640
Avidian Wealth Enterprises
Texas
$321K
WLIM
1641
White Lighthouse Investment Management
Massachusetts
$320K
ACA
1642
Affinity Capital Advisors
California
$320K
GC
1643
Grimes & Company
Massachusetts
$320K
SWM
1644
Stronghold Wealth Management
Florida
$319K
CFG
1645
Carr Financial Group
Massachusetts
$318K
CWA
1646
Canvas Wealth Advisors
Kansas
$318K
IWP
1647
Innova Wealth Partners
Pennsylvania
$318K
PSP
1648
Principal Street Partners
Tennessee
$317K
BWS
1649
Broadway Wealth Solutions
Texas
$317K
CIA
1650
Compass Ion Advisors
Pennsylvania
$316K