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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
AA
1901
Ancora Advisors
Ohio
$144K
UFF
1902
USA Financial Formulas
Michigan
$141K
FNWA
1903
Financial Network Wealth Advisors
Utah
$138K
GA
1904
GoalVest Advisory
New York
$137K
YP
1905
YANKCOM Partnership
South Dakota
$135K
BGAI
1906
Bruce G. Allen Investments
Colorado
$134K
HHGA
1907
Halbert Hargrove Global Advisors
California
$131K
PAMS
1908
Pinpoint Asset Management (Singapore)
$131K
OA
1909
Operose Advisors
Wisconsin
$128K
FMP
1910
Financial Management Professionals
Texas
$128K
HWA
1911
HHM Wealth Advisors
Tennessee
$125K
FCAS
1912
First Command Advisory Services
Texas
$118K
YDMI
1913
Y.D. More Investments
Israel
$117K
CT
1914
Clearstead Trust
Maine
$114K
RA
1915
Ransom Advisory
Rhode Island
$114K
BFPW
1916
BOK Financial Private Wealth
Colorado
$110K
PP
1917
PFS Partners
New Jersey
$109K
WA
1918
WPG Advisers
Maryland
$108K
HDIM
1919
Hanson & Doremus Investment Management
Vermont
$107K
GAG
1920
Goodman Advisory Group
Massachusetts
$106K
JWA
1921
JFS Wealth Advisors
Pennsylvania
$103K
AP
1922
Atwood & Palmer
Missouri
$101K
MCM
1923
MV Capital Management
Maryland
$100K
CIAM
1924
Caitong International Asset Management
Hong Kong
$98.8K
SL
1925
Salomon & Ludwin
Virginia
$98.6K