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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
CPG
1801
Cornerstone Planning Group
New Jersey
$141K
OA
1802
Operose Advisors
Wisconsin
$135K
SC
1803
SouthState Corp
Florida
$133K
BGAI
1804
Bruce G. Allen Investments
Colorado
$133K
AT
1805
Arlington Trust
Alabama
$133K
AT
1806
Avalon Trust
New Mexico
$133K
NC
1807
NewSquare Capital
Pennsylvania
$131K
BDPWM
1808
Barnes Dennig Private Wealth Management
Ohio
$130K
HWA
1809
HHM Wealth Advisors
Tennessee
$129K
FMP
1810
Financial Management Professionals
Texas
$127K
FNWA
1811
Financial Network Wealth Advisors
Utah
$127K
YP
1812
YANKCOM Partnership
South Dakota
$127K
SOW
1813
State of Wyoming
Wyoming
$127K
SWA
1814
SOA Wealth Advisors
New York
$125K
PC
1815
Promus Capital
Illinois
$124K
TCM
1816
TD Capital Management
Tennessee
$124K
GA
1817
GoalVest Advisory
New York
$118K
HNB
1818
Hilltop National Bank
Wyoming
$118K
BWAM
1819
Boyd Watterson Asset Management
Ohio
$118K
QWM
1820
Quaker Wealth Management
New Jersey
$112K
TPWA
1821
Twin Peaks Wealth Advisors
California
$112K
BFPW
1822
BOK Financial Private Wealth
Colorado
$111K
SSG
1823
Summit Securities Group
New York
$111K
PP
1824
PFS Partners
New Jersey
$111K
PPA
1825
Painted Porch Advisors
California
$110K