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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
BFA
1726
Bragg Financial Advisors
North Carolina
$265K
TTWM
1727
TCV Trust & Wealth Management
Virginia
$265K
CFP
1728
Cascade Financial Partners
California
$265K
CCA
1729
Catalyst Capital Advisors
New York
$264K
TCOTS
1730
Trust Company of the South
North Carolina
$264K
AWM
1731
Ariadne Wealth Management
California
$262K
MIM
1732
Marco Investment Management
Georgia
$261K
LWMM
1733
Legacy Wealth Management (Mississippi)
Mississippi
$261K
LSV Asset Management
1734
LSV Asset Management
Illinois
$261K
DWM
1735
Darwin Wealth Management
Florida
$260K
II
1736
Impact Investors
California
$260K
QPWM
1737
Quadrant Private Wealth Management
Pennsylvania
$260K
IA
1738
Integrity Alliance
Iowa
$259K
FOA
1739
Five Oceans Advisors
California
$259K
SVWAG
1740
Sound View Wealth Advisors Group
Georgia
$259K
HCM
1741
Hengehold Capital Management
Ohio
$259K
FCM
1742
Fieldview Capital Management
Michigan
$259K
NB
1743
Nicolet Bankshares
Wisconsin
$259K
MFS
1744
Mirabella Financial Services
United Kingdom
$259K
CMBA
1745
C.M. Bidwell & Associates
Hawaii
$258K
MA
1746
Mezzasalma Advisors
New Jersey
$257K
PWA
1747
Physician Wealth Advisors
Utah
$257K
PGA
1748
Portland Global Advisors
Maine
$257K
KFI
1749
Key Financial Inc
Pennsylvania
$256K
EA
1750
Everpar Advisors
Oklahoma
$255K