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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
VVP
1701
Venture Visionary Partners
Ohio
$235K
SCM
1702
SCS Capital Management
Massachusetts
$235K
MNBTD
1703
Moody National Bank Trust Division
Texas
$234K
PIA
1704
Perennial Investment Advisors
California
$234K
GPI
1705
General Partner Inc
Pennsylvania
$234K
WIM
1706
Warwick Investment Management
Texas
$234K
ATS
1707
Ashton Thomas Securities
New York
$233K
TCM
1708
Tandem Capital Management
New Jersey
$233K
DWM
1709
Dakota Wealth Management
Florida
$232K
FPW
1710
Flywheel Private Wealth
California
$232K
FIM
1711
Freedom Investment Management
Connecticut
$232K
DWM
1712
Darwin Wealth Management
Florida
$232K
AGC
1713
Aspen Grove Capital
Colorado
$231K
PFA
1714
Pure Financial Advisors
California
$231K
BFIM
1715
Beese Fulmer Investment Management
Ohio
$231K
SA
1716
Stewardship Advisors
Pennsylvania
$231K
SL
1717
Sentinus LLC
Illinois
$230K
MLL
1718
Moody Lynn & Lieberson
Massachusetts
$230K
SLWA
1719
San Luis Wealth Advisors
California
$229K
LSPW
1720
Lake Street Private Wealth
Illinois
$229K
FI
1721
Financial Insights
Washington
$229K
TC
1722
TFR Capital
Texas
$229K
CT
1723
Clearstead Trust
Maine
$226K
VBCG
1724
Valley Brook Capital Group
Pennsylvania
$224K
FWM
1725
FFT Wealth Management
Pennsylvania
$224K