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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
FFA
1651
Florida Financial Advisors
Florida
$262K
AA
1652
Advisory Alpha
Michigan
$262K
RWP
1653
Revolve Wealth Partners
New Jersey
$261K
NB
1654
Nicolet Bankshares
Wisconsin
$261K
CPBTD
1655
Central Pacific Bank - Trust Division
Hawaii
$260K
PGA
1656
Portland Global Advisors
Maine
$259K
HAS
1657
HBW Advisory Services
California
$259K
DIM
1658
Delta Investment Management
California
$259K
RCP
1659
Rothschild Capital Partners
New York
$258K
QL
1660
Quarry LP
New York
$258K
KFI
1661
Key Financial Inc
Pennsylvania
$257K
HCM
1662
Hengehold Capital Management
Ohio
$256K
CF
1663
Copperwynd Financial
Arizona
$255K
AWE
1664
Avidian Wealth Enterprises
Texas
$255K
SIMG
1665
Stephens Investment Management Group
Texas
$254K
SPL
1666
Saranac Partners Ltd
$253K
SNBOSD
1667
Security National Bank of So Dak
Iowa
$253K
ZIM
1668
Zacks Investment Management
Illinois
$253K
YWM
1669
Yukon Wealth Management
Kansas
$252K
SPP
1670
Single Point Partners
Massachusetts
$252K
KWA
1671
Kondo Wealth Advisors
California
$252K
OCM
1672
One Capital Management
California
$252K
SAF
1673
Smith Anglin Financial
Texas
$251K
VCWM
1674
Vista Cima Wealth Management
Arizona
$250K
UFF
1675
USA Financial Formulas
Michigan
$250K