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S&P Global

2,193 hedge funds and large institutions have $138B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 787 increasing their positions, 806 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: $ → $

7% more funds holding

Funds holding: 2,0512,193 (+142)

0.97% more ownership

Funds ownership: 86.13%87.1% (+0.97%)

2% less repeat investments, than reductions

Existing positions increased: 787 | Existing positions reduced: 806

Holders
2,193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
PB
1901
Pinnacle Bancorp
Nebraska
$188K
PPC
1902
Park Place Capital
Alabama
$188K
CAC
1903
Core Alternative Capital
Georgia
$187K
OC
1904
Oakworth Capital
Alabama
$180K
DJSG
1905
D.J. St. Germain
Massachusetts
$177K
OCM
1906
Osterweis Capital Management
California
$175K
SNB
1907
Security National Bank
Nebraska
$175K
SWA
1908
SOA Wealth Advisors
New York
$172K
RYIA
1909
Roehl & Yi Investment Advisors
Oregon
$170K
AA
1910
Addison Advisors
Vermont
$167K
QWM
1911
Quaker Wealth Management
New Jersey
$165K
GCM
1912
Goldstream Capital Management
Hong Kong
$161K
WB
1913
Webster Bank
Connecticut
$161K
AGWCA
1914
Annis Gardner Whiting Capital Advisors
Florida
$158K
SEP
1915
Signature Equity Partners
Ohio
$158K
HWM
1916
HighMark Wealth Management
Minnesota
$157K
CPG
1917
Cornerstone Planning Group
New Jersey
$149K
PGAM
1918
Princeton Global Asset Management
New Jersey
$148K
DFA
1919
DHJJ Financial Advisors
Illinois
$147K
HNB
1920
Hilltop National Bank
Wyoming
$146K
MB
1921
MidFirst Bank
Oklahoma
$146K
AA
1922
Ancora Advisors
Ohio
$144K
UFF
1923
USA Financial Formulas
Michigan
$141K
FNWA
1924
Financial Network Wealth Advisors
Utah
$138K
GA
1925
GoalVest Advisory
New York
$137K