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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
UWP
1776
Uniting Wealth Partners
Kansas
$241K
CFA
1777
CWS Financial Advisors
Michigan
$240K
WF
1778
Wayfinding Financial
Washington
$240K
CMP
1779
Courage Miller Partners
Virginia
$239K
PFM
1780
Patton Fund Management
Texas
$239K
MWM
1781
Marion Wealth Management
Pennsylvania
$239K
NPFS
1782
Novak & Powell Financial Services
Florida
$239K
DMBA
1783
Deseret Mutual Benefit Administrators
Utah
$238K
MEG
1784
Millstone Evans Group
Colorado
$237K
KWA
1785
Kondo Wealth Advisors
California
$237K
TFS
1786
Thoroughbred Financial Services
Tennessee
$237K
UAG
1787
United Advisor Group
Ohio
$236K
SAI
1788
Systematic Alpha Investments
New Jersey
$236K
CC
1789
Courier Capital
New York
$236K
MR
1790
Munich Reinsurance
$235K
EFMH
1791
E Fund Management (HK)
Hong Kong
$235K
APP
1792
Avantax Planning Partners
Iowa
$234K
PCMNC
1793
Piedmont Capital Management (North Carolina)
North Carolina
$234K
CCG
1794
Catalina Capital Group
California
$234K
WC
1795
Wynn Capital
Georgia
$233K
NSG
1796
Nalls Sherbakoff Group
Tennessee
$233K
MNBTD
1797
Moody National Bank Trust Division
Texas
$232K
GPI
1798
General Partner Inc
Pennsylvania
$232K
BWM
1799
BCS Wealth Management
Tennessee
$231K
RAM
1800
Reflection Asset Management
South Carolina
$230K