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