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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
AP
1926
Aspect Partners
Virginia
$25.3K
MSWM
1927
Mowery & Schoenfeld Wealth Management
Illinois
$25.3K
CCMI
1928
Creative Capital Management Investments
California
$22.7K
VWA
1929
Valued Wealth Advisors
Utah
$22.4K
BL
1930
BFSG LLC
California
$22.1K
TH
1931
TCTC Holdings
Texas
$21.6K
CWM
1932
Centricity Wealth Management
Ohio
$21.6K
PP
1933
PrairieView Partners
Minnesota
$21K
WTA
1934
Washington Trust Advisors
Massachusetts
$20K
IRC
1935
Investors Research Corp
Georgia
$19.5K
BGA
1936
Battery Global Advisors
Massachusetts
$19.2K
DWM
1937
Dogwood Wealth Management
Kansas
$18.9K
HFS
1938
Hughes Financial Services
Virginia
$18.6K
CCM
1939
Copeland Capital Management
Pennsylvania
$18.5K
NFSG
1940
Newbridge Financial Services Group
Florida
$18.3K
AW
1941
Avion Wealth
Texas
$18K
HBW
1942
Hazlett, Burt & Watson
West Virginia
$18K
BC
1943
Broadwater Capital
Massachusetts
$18K
FC
1944
Fairscale Capital
New Hampshire
$17.6K
KG
1945
Kilter Group
New York
$17.4K
HWP
1946
Highline Wealth Partners
California
$16.4K
RWM
1947
Rialto Wealth Management
New York
$16.3K
CT
1948
Coastline Trust
Rhode Island
$15.8K
LWMI
1949
Legacy Wealth Management (Idaho)
Idaho
$15.8K
LIS
1950
Legacy Investment Solutions
Idaho
$15.8K