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S&P Global

2,030 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 791 increasing their positions, 791 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
-20
Holders Change %
-0.98%
% of All Funds
27.23%
Holding in Top 10
78
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.86%
% of All Funds
1.05%
New
131
Increased
791
Reduced
791
Closed
106
Calls
$911M
Puts
$668M
Net Calls
+$243M
Net Calls Change
+$77.5M
Name Holding Trade Value Shares
Change
Shares
Change %
MSWA
1901
Marshall & Sterling Wealth Advisors
New York
$33.7K +$527 +1 +2%
SAS
1902
Spurstone Advisory Services
Connecticut
$33.7K +$33.7K +64 New
AWM
1903
Abound Wealth Management
Tennessee
$32.3K -$4.76K -9 -13%
PWMG
1904
Private Wealth Management Group
New Jersey
$31.1K
CAM
1905
Clarity Asset Management
Iowa
$30.7K +$2.12K +4 +7%
DMIC
1906
Dixon Mitchell Investment Counsel
British Columbia, Canada
$29K -$20.8M -15,809 -100%
OAJ
1907
Ogorek Anthony Joseph
New York
$29K -$17.4K -33 -38%
CVM
1908
Cheviot Value Management
California
$29K
BC
1909
Bayforest Capital
United Kingdom
$27.9K -$3.69K -7 -12%
MIM
1910
MTM Investment Management
South Carolina
$27.4K +$27.4K +52 New
CAM
1911
Costello Asset Management
Pennsylvania
$26.9K
OLVIG
1912
Oliver Lagore Vanvalin Investment Group
Michigan
$26.5K +$26.5K +52 New
FPF
1913
First Pacific Financial
Washington
$26K -$60K -113 -70%
LWANC
1914
Laurel Wealth Advisors (North Carolina)
North Carolina
$26K +$25.9K +13,646 +21,322%
AP
1915
Aspect Partners
Virginia
$25.3K -$13.2K -25 -34%
MSWM
1916
Mowery & Schoenfeld Wealth Management
Illinois
$25.3K
CCMI
1917
Creative Capital Management Investments
California
$22.7K
VWA
1918
Valued Wealth Advisors
Utah
$22.4K
BL
1919
BFSG LLC
California
$22.1K
CWM
1920
Centricity Wealth Management
Ohio
$21.6K
TH
1921
TCTC Holdings
Texas
$21.6K
PP
1922
PrairieView Partners
Minnesota
$21K
WTA
1923
Washington Trust Advisors
Massachusetts
$20K
IRC
1924
Investors Research Corp
Georgia
$19.5K
BGA
1925
Battery Global Advisors
Massachusetts
$19.2K