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S&P Global

2,193 hedge funds and large institutions have $138B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 787 increasing their positions, 806 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: $ → $

7% more funds holding

Funds holding: 2,0512,193 (+142)

0.97% more ownership

Funds ownership: 86.13%87.1% (+0.97%)

2% less repeat investments, than reductions

Existing positions increased: 787 | Existing positions reduced: 806

Holders
2,193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
LC
1751
Lavelle Capital
California
$261K
LSV Asset Management
1752
LSV Asset Management
Illinois
$261K
DWM
1753
Darwin Wealth Management
Florida
$260K
II
1754
Impact Investors
California
$260K
QPWM
1755
Quadrant Private Wealth Management
Pennsylvania
$260K
IA
1756
Integrity Alliance
Iowa
$259K
FOA
1757
Five Oceans Advisors
California
$259K
SVWAG
1758
Sound View Wealth Advisors Group
Georgia
$259K
HCM
1759
Hengehold Capital Management
Ohio
$259K
FCM
1760
Fieldview Capital Management
Michigan
$259K
NB
1761
Nicolet Bankshares
Wisconsin
$259K
MFS
1762
Mirabella Financial Services
United Kingdom
$259K
CMBA
1763
C.M. Bidwell & Associates
Hawaii
$258K
MA
1764
Mezzasalma Advisors
New Jersey
$257K
PWA
1765
Physician Wealth Advisors
Utah
$257K
PGA
1766
Portland Global Advisors
Maine
$257K
KFI
1767
Key Financial Inc
Pennsylvania
$256K
EA
1768
Everpar Advisors
Oklahoma
$255K
TCBWMS
1769
Texas Capital Bank Wealth Management Services
Texas
$255K
MUMSS
1770
Mitsubishi UFJ Morgan Stanley Securities
Japan
$254K
WIM
1771
Warwick Investment Management
Texas
$252K
PIA
1772
Perennial Investment Advisors
California
$251K
HI
1773
Hendershot Investments
Virginia
$250K
CP
1774
Canopy Partners
Ohio
$250K
WCFA
1775
Walkner Condon Financial Advisors
Wisconsin
$249K