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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
AFG
1851
Albion Financial Group
Utah
$79.1K
CYG
1852
Clean Yield Group
Vermont
$77K
ITIM
1853
Indiana Trust & Investment Management
Indiana
$76.5K
JWA
1854
JFS Wealth Advisors
Pennsylvania
$75.9K
AIC
1855
Archer Investment Corporation
Indiana
$74.3K
VNA
1856
Valley National Advisers
Pennsylvania
$74K
FFA
1857
Frazier Financial Advisors
Ohio
$72.3K
MHR
1858
Matthew Hamilton Rosenberg
$70.7K
STB
1859
S&T Bank
Pennsylvania
$69.1K
EWP
1860
Elevation Wealth Partners
California
$68.5K
DIP
1861
DT Investment Partners
Pennsylvania
$68K
FFO
1862
Fortitude Family Office
Arizona
$67K
MFC
1863
Mechanics Financial Corp
Ohio
$65.9K
EFMH
1864
E Fund Management (HK)
Hong Kong
$65.4K
CGA
1865
Compound Global Advisors
Washington
$64.3K
LI
1866
LRI Investments
Florida
$63.8K
CM
1867
Capula Management
Cayman Islands
$62.7K
A
1868
AlphaQuest
New York
$60.6K
MTIC
1869
Missouri Trust & Investment Company
Missouri
$60.6K
SHM
1870
Sagard Holdings Management
Ontario, Canada
$60.1K
HCM
1871
Hollencrest Capital Management
California
$58.5K
NL
1872
NVWM LLC
Pennsylvania
$58K
BOJHT
1873
Bank of Jackson Hole Trust
Wyoming
$58K
GCGDR
1874
Geo Capital Gestora de Recursos
Brazil
$58K
DCM
1875
Disciplina Capital Management
Tennessee
$57.7K