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S&P Global

2,049 hedge funds and large institutions have $133B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 804 increasing their positions, 757 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,049
Holders Change
+37
Holders Change %
+1.84%
% of All Funds
27.83%
Holding in Top 10
71
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.41%
% of All Funds
0.96%
New
191
Increased
804
Reduced
757
Closed
119
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
1751
Stewardship Advisors
Pennsylvania
$219K +$219K +432 New
FIM
1752
Freedom Investment Management
Connecticut
$219K -$21.8K -43 -9%
GA
1753
Greenspring Advisors
Maryland
$218K
VCP
1754
Verus Capital Partners
Arizona
$217K
OFO
1755
OneAscent Family Office
Alabama
$216K +$216K +425 New
PWA
1756
Physician Wealth Advisors
Utah
$216K -$9.15K -18 -4%
VBCG
1757
Valley Brook Capital Group
Pennsylvania
$216K
SL
1758
Sentinus LLC
Illinois
$215K +$215K +423 New
SIAG
1759
Safeguard Investment Advisory Group
California
$215K +$215K +421 New
DQRIM
1760
Dale Q Rice Investment Management
Washington
$214K +$214K +422 New
GWANC
1761
Guardian Wealth Advisors (North Carolina)
North Carolina
$214K +$3.56K +7 +2%
NCTC
1762
New Covenant Trust Company
Indiana
$214K -$8.04K -16 -4%
BPWM
1763
Badgley Phelps Wealth Managers
Washington
$213K +$213K +419 New
FAN
1764
Financial Advisors Network
California
$212K -$5.08K -10 -2%
MF
1765
Magnetar Financial
Illinois
$212K +$212K +418 New
FFA
1766
Florida Financial Advisors
Florida
$211K +$211K +416 New
TA
1767
Teramo Advisors
Florida
$210K +$210K +414 New
CIG
1768
Cairn Investment Group
Washington
$210K
MCM
1769
Mitchell Capital Management
Kansas
$210K -$10.7K -21 -5%
MLL
1770
Moody Lynn & Lieberson
Massachusetts
$209K
RPA
1771
Rock Point Advisors
Vermont
$208K -$7.62K -15 -4%
IWP
1772
Innova Wealth Partners
Pennsylvania
$208K +$208K +409 New
BCP
1773
Blue Chip Partners
Michigan
$208K
PA
1774
PFW Advisors
Georgia
$207K
PC
1775
Promus Capital
Illinois
$207K