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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
TCBWMS
1751
Texas Capital Bank Wealth Management Services
Texas
$255K
MUMSS
1752
Mitsubishi UFJ Morgan Stanley Securities
Japan
$254K
WIM
1753
Warwick Investment Management
Texas
$252K
PIA
1754
Perennial Investment Advisors
California
$251K
HI
1755
Hendershot Investments
Virginia
$250K
CP
1756
Canopy Partners
Ohio
$250K
WCFA
1757
Walkner Condon Financial Advisors
Wisconsin
$249K
RFW
1758
Rainier Family Wealth
Washington
$249K
RA
1759
Ruggaard & Associates
Ohio
$248K
RWP
1760
Revolve Wealth Partners
New Jersey
$248K
SCA
1761
Stokes Capital Advisors
South Carolina
$247K
CPBTD
1762
Central Pacific Bank - Trust Division
Hawaii
$247K
SL
1763
Sentinus LLC
Illinois
$247K
OIS
1764
OneAscent Investment Solutions
Alabama
$247K
LFA
1765
LifeGuide Financial Advisors
Pennsylvania
$246K
SLWA
1766
San Luis Wealth Advisors
California
$246K
IA
1767
IFC Advisors
California
$246K
OWP
1768
ORG Wealth Partners
Texas
$246K
SNBOSD
1769
Security National Bank of So Dak
Iowa
$244K
HIGP
1770
Hill Investment Group Partners
Missouri
$244K
TW
1771
TritonPoint Wealth
Maryland
$243K
TPF
1772
Tribridge Partners Financial
Maryland
$242K
LTI
1773
Laffer Tengler Investments
Tennessee
$241K
SSG
1774
Summit Securities Group
New York
$241K
LI
1775
LVZ Inc
Michigan
$241K