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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
FPW
1801
Flywheel Private Wealth
California
$230K
VBCG
1802
Valley Brook Capital Group
Pennsylvania
$230K
CF
1803
Claris Financial
Virginia
$229K
VA
1804
Valmark Advisers
Ohio
$229K
LWM
1805
Lionshead Wealth Management
New York
$229K
WWM
1806
Westwood Wealth Management
California
$229K
CA
1807
Crewe Advisors
Utah
$227K
MA
1808
MCF Advisors
Kentucky
$227K
ACA
1809
Anchor Capital Advisors
Massachusetts
$227K
PA
1810
PFW Advisors
Georgia
$227K
DE
1811
DV Equities
Illinois
$227K
AF
1812
ASL Financial
California
$227K
MLL
1813
Moody Lynn & Lieberson
Massachusetts
$226K
LSPW
1814
Lake Street Private Wealth
Illinois
$225K
MFP
1815
Meramec Financial Planners
Missouri
$225K
GWANC
1816
Guardian Wealth Advisors (North Carolina)
North Carolina
$225K
ML
1817
McAdam LLC
Pennsylvania
$223K
APM
1818
a16z Perennial Management
California
$223K
DIM
1819
Delta Investment Management
California
$221K
EPAM
1820
Evelyn Partners Asset Management
$221K
SPP
1821
Single Point Partners
Massachusetts
$221K
PIA
1822
Pinion Investment Advisors
Kansas
$220K
HPA
1823
High Probability Advisors
New York
$219K
KFA
1824
Kapstone Financial Advisors
Ohio
$217K
AGP
1825
Aspire Growth Partners
Florida
$217K