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S&P Global

2,043 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, 793 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% more repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 793

1% less funds holding

Funds holding: 2,0542,043 (-11)

Holders
2,043
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
SC
1901
Solstein Capital
California
$38.5K
RA
1902
Rational Advisors
New York
$38K
BTD
1903
BankPlus Trust Department
Mississippi
$37.4K
RMC
1904
Resources Management Corp
Connecticut
$37K
PP
1905
Pingora Partners
Wyoming
$36.9K
HHMI
1906
Howard Hughes Medical Institute
Maryland
$35.9K
BCMLT
1907
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.5K
NWM
1908
Nova Wealth Management
Florida
$34.6K
AAG
1909
Armstrong Advisory Group
Massachusetts
$34.3K
PSFG
1910
Park Square Financial Group
Georgia
$34.3K
MSWA
1911
Marshall & Sterling Wealth Advisors
New York
$33.7K
SAS
1912
Spurstone Advisory Services
Connecticut
$33.7K
AWM
1913
Abound Wealth Management
Tennessee
$32.3K
PWMG
1914
Private Wealth Management Group
New Jersey
$31.1K
CAM
1915
Clarity Asset Management
Iowa
$30.7K
SWIM
1916
Smallwood Wealth Investment Management
New Jersey
$29.5K
DMIC
1917
Dixon Mitchell Investment Counsel
British Columbia, Canada
$29K
OAJ
1918
Ogorek Anthony Joseph
New York
$29K
CVM
1919
Cheviot Value Management
California
$29K
BC
1920
Bayforest Capital
United Kingdom
$27.9K
MIM
1921
MTM Investment Management
South Carolina
$27.4K
CAM
1922
Costello Asset Management
Pennsylvania
$26.9K
OLVIG
1923
Oliver Lagore Vanvalin Investment Group
Michigan
$26.5K
AIA
1924
Aventus Investment Advisors
Florida
$26.4K
FPF
1925
First Pacific Financial
Washington
$26K