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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
GWM
1776
Gibbs Wealth Management
Georgia
$201K
BONH
1777
Bank of New Hampshire
New Hampshire
$192K
OCM
1778
Osterweis Capital Management
California
$190K
ANBT
1779
American National Bank & Trust
Texas
$185K
DJSG
1780
D.J. St. Germain
Massachusetts
$185K
OC
1781
Oakworth Capital
Alabama
$180K
HI
1782
Harbour Investments
Wisconsin
$179K
EWM
1783
Evermay Wealth Management
Virginia
$177K
TFIPS
1784
Towarzystwo Funduszy Inwestycyjnych PZU SA
$177K
SNB
1785
Security National Bank
Nebraska
$177K
CA
1786
Crewe Advisors
Utah
$176K
CIM
1787
CCLA Investment Management
United Kingdom
$175K
AWM
1788
Atticus Wealth Management
Florida
$172K
AA
1789
Addison Advisors
Vermont
$168K
AGWCA
1790
Annis Gardner Whiting Capital Advisors
Florida
$165K
GCM
1791
Goldstream Capital Management
Hong Kong
$163K
CCM
1792
Chilton Capital Management
Texas
$162K
SO
1793
Sierra Ocean
California
$161K
HWM
1794
HighMark Wealth Management
Minnesota
$158K
YDMI
1795
Y.D. More Investments
Israel
$150K
PGAM
1796
Princeton Global Asset Management
New Jersey
$150K
DFA
1797
DHJJ Financial Advisors
Illinois
$148K
HWM
1798
Hemington Wealth Management
Virginia
$145K
WB
1799
Webster Bank
Connecticut
$144K
WA
1800
WPG Advisers
Maryland
$144K