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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 %
DWM
1926
Dogwood Wealth Management
Kansas
$19K +$17.9K +34 +1,700%
HFS
1927
Hughes Financial Services
Virginia
$18.6K +$2.81K +5 +18%
CCM
1928
Copeland Capital Management
Pennsylvania
$18.5K +$9.49K +18 +106%
NFSG
1929
Newbridge Financial Services Group
Florida
$18.3K -$855K -1,639 -98%
AW
1930
Avion Wealth
Texas
$18K -$50K -100 -74%
HBW
1931
Hazlett, Burt & Watson
West Virginia
$18K -$17.5K -33 -49%
FC
1932
Fairscale Capital
New Hampshire
$17.6K +$17.6K +32 New
KG
1933
Kilter Group
New York
$17.4K +$17.4K +33 New
HWP
1934
Highline Wealth Partners
California
$16.4K +$3.17K +6 +24%
RWM
1935
Rialto Wealth Management
New York
$16.3K +$1.06K +2 +7%
CT
1936
Coastline Trust
Rhode Island
$15.8K
LWMI
1937
Legacy Wealth Management (Idaho)
Idaho
$15.8K
LIS
1938
Legacy Investment Solutions
Idaho
$15.8K +$15.8K +30 New
RTL
1939
Red Tortoise LLC
Georgia
$15.7K
HNW
1940
High Note Wealth
Minnesota
$15.3K -$1.58K -3 -9%
CFD
1941
Creative Financial Designs
Indiana
$14.8K -$17.5K -33 -54%
TCM
1942
Traub Capital Management
Massachusetts
$14.8K +$14.8K +28 New
AG
1943
AmeriFlex Group
Nevada
$14.5K +$5.18K +10 +56%
CAM
1944
Creekmur Asset Management
Illinois
$14.3K +$14.3K +27 New
MFT
1945
Moisand Fitzgerald Tamayo
Florida
$14.2K
NSIM
1946
North Star Investment Management
Illinois
$13.7K
IWM
1947
IMG Wealth Management
Florida
$13.7K +$13.7K +26 New
GWM
1948
Gitterman Wealth Management
New Jersey
$13.2K -$243K -460 -95%
FIM
1949
FWL Investment Management
Texas
$13.2K
MSG
1950
Main Street Group
Virginia
$12.1K