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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
WHCI
1676
W.H. Cornerstone Investments
Massachusetts
$289K
RF
1677
Rossby Financial
Florida
$288K
SF
1678
Symphony Financial
Texas
$288K
CAM
1679
Claret Asset Management
Quebec, Canada
$287K
AP
1680
Anchyra Partners
Georgia
$287K
OP
1681
ORG Partners
Indiana
$287K
FA
1682
Financial Alternatives
California
$286K
MA
1683
MONECO Advisors
Connecticut
$286K
SDWMA
1684
Schneider Downs Wealth Management Advisors
Pennsylvania
$285K
SC
1685
Sapient Capital
Indiana
$284K
PB
1686
Prosperity Bancshares
Texas
$283K
CWP
1687
Curated Wealth Partners
California
$283K
MIM
1688
Meridiem Investment Management
United Kingdom
$282K
KWA
1689
Kingswood Wealth Advisors
California
$281K
GA
1690
Greenspring Advisors
Maryland
$280K
BOJHT
1691
Bank of Jackson Hole Trust
Wyoming
$280K
GA
1692
Goldstein Advisors
Wisconsin
$279K
CPA
1693
Capital Performance Advisors
California
$278K
PCMC
1694
Paragon Capital Management (Colorado)
Colorado
$278K
ACH
1695
ArrowMark Colorado Holdings
Colorado
$277K
RCG
1696
Ruane, Cunniff & Goldfarb
New York
$277K
BGCP
1697
Bristol Gate Capital Partners
Ontario, Canada
$277K
AFW
1698
Avantra Family Wealth
Pennsylvania
$277K
EFS
1699
Essex Financial Services
Connecticut
$276K
PWM
1700
Partners Wealth Management
California
$275K