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S&P Global

2,167 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 779 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: 2,0382,167 (+129)

1.47% more ownership

Funds ownership: 86.02%87.49% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 803

Holders
2,167
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
OCM
1876
One Capital Management
California
$201K
RFP
1877
Root Financial Partners
California
$201K
AWM
1878
Avior Wealth Management
Nebraska
$200K
WDL
1879
Well Done LLC
Michigan
$200K
ANBT
1880
American National Bank & Trust
Texas
$192K
PB
1881
Pinnacle Bancorp
Nebraska
$188K
PPC
1882
Park Place Capital
Alabama
$188K
CAC
1883
Core Alternative Capital
Georgia
$187K
OC
1884
Oakworth Capital
Alabama
$180K
DJSG
1885
D.J. St. Germain
Massachusetts
$177K
OCM
1886
Osterweis Capital Management
California
$175K
SNB
1887
Security National Bank
Nebraska
$175K
SWA
1888
SOA Wealth Advisors
New York
$172K
RYIA
1889
Roehl & Yi Investment Advisors
Oregon
$170K
AA
1890
Addison Advisors
Vermont
$167K
QWM
1891
Quaker Wealth Management
New Jersey
$165K
GCM
1892
Goldstream Capital Management
Hong Kong
$161K
WB
1893
Webster Bank
Connecticut
$161K
AGWCA
1894
Annis Gardner Whiting Capital Advisors
Florida
$158K
SEP
1895
Signature Equity Partners
Ohio
$158K
HWM
1896
HighMark Wealth Management
Minnesota
$157K
CPG
1897
Cornerstone Planning Group
New Jersey
$149K
PGAM
1898
Princeton Global Asset Management
New Jersey
$148K
DFA
1899
DHJJ Financial Advisors
Illinois
$147K
HNB
1900
Hilltop National Bank
Wyoming
$146K