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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
CA
1651
COFG Advisors
Illinois
$302K
WAG
1652
Wallace Advisory Group
California
$302K
IWN
1653
Independent Wealth Network
Iowa
$302K
GKWIM
1654
Gerber Kawasaki Wealth & Investment Management
California
$302K
ESB
1655
Essex Savings Bank
Connecticut
$302K
SFGM
1656
Stonebridge Financial Group (Missouri)
Missouri
$301K
SIC
1657
Salem Investment Counselors
North Carolina
$300K
SW
1658
StrongBox Wealth
Missouri
$300K
PUI
1659
Purpose Unlimited Inc
$299K
PP
1660
Patten & Patten
Tennessee
$299K
AFA
1661
AA Financial Advisors
Ohio
$299K
AFP
1662
Ausdal Financial Partners
Iowa
$299K
OAM
1663
Occidental Asset Management
California
$298K
OFO
1664
OneAscent Family Office
Alabama
$298K
AWM
1665
Aviso Wealth Management
Washington
$297K
MIP
1666
Marietta Investment Partners
Wisconsin
$297K
SIA
1667
SGL Investment Advisors
Montana
$295K
MA
1668
MJP Associates
Connecticut
$295K
NWAG
1669
Net Worth Advisory Group
Utah
$295K
Koshinski Asset Management
1670
Koshinski Asset Management
Illinois
$293K
VCM
1671
Voleon Capital Management
California
$292K
TIM
1672
Triad Investment Management
California
$291K
AC
1673
Attessa Capital
Arizona
$291K
SIM
1674
Stratos Investment Management
Ohio
$290K
WHCI
1675
W.H. Cornerstone Investments
Massachusetts
$289K