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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
NPFS
1801
Novak & Powell Financial Services
Florida
$239K
DMBA
1802
Deseret Mutual Benefit Administrators
Utah
$238K
MEG
1803
Millstone Evans Group
Colorado
$237K
KWA
1804
Kondo Wealth Advisors
California
$237K
TFS
1805
Thoroughbred Financial Services
Tennessee
$237K
UAG
1806
United Advisor Group
Ohio
$236K
SAI
1807
Systematic Alpha Investments
New Jersey
$236K
CC
1808
Courier Capital
New York
$236K
MR
1809
Munich Reinsurance
$235K
EFMH
1810
E Fund Management (HK)
Hong Kong
$235K
APP
1811
Avantax Planning Partners
Iowa
$234K
PCMNC
1812
Piedmont Capital Management (North Carolina)
North Carolina
$234K
CCG
1813
Catalina Capital Group
California
$234K
WC
1814
Wynn Capital
Georgia
$233K
NSG
1815
Nalls Sherbakoff Group
Tennessee
$233K
MNBTD
1816
Moody National Bank Trust Division
Texas
$232K
GPI
1817
General Partner Inc
Pennsylvania
$232K
BWM
1818
BCS Wealth Management
Tennessee
$231K
RAM
1819
Reflection Asset Management
South Carolina
$230K
FPW
1820
Flywheel Private Wealth
California
$230K
VBCG
1821
Valley Brook Capital Group
Pennsylvania
$230K
CF
1822
Claris Financial
Virginia
$229K
VA
1823
Valmark Advisers
Ohio
$229K
LWM
1824
Lionshead Wealth Management
New York
$229K
WWM
1825
Westwood Wealth Management
California
$229K