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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
DCM
1926
Dorato Capital Management
Colorado
$95.9K
WSCM
1927
Wellington Shields Capital Management
New York
$94.6K
TC
1928
Truvestments Capital
Florida
$94.6K
TCM
1929
TD Capital Management
Tennessee
$94K
MWM
1930
Mascoma Wealth Management
New Hampshire
$93K
GSWM
1931
Golden State Wealth Management
California
$91.6K
EWM
1932
Evermay Wealth Management
Virginia
$88.3K
JGIA
1933
Jackson Grant Investment Advisers
Connecticut
$87.8K
KAS
1934
Kemnay Advisory Services
New York
$87.8K
GWM
1935
Geneos Wealth Management
Colorado
$83.7K
AFG
1936
Albion Financial Group
Utah
$83.6K
JSAM
1937
J. Safra Asset Management
New York
$83.1K
MHR
1938
Matthew Hamilton Rosenberg
$82.6K
VFM
1939
Vision Financial Markets
Connecticut
$81.5K
CCM
1940
Chilton Capital Management
Texas
$80.5K
SFG
1941
Strive Financial Group
Indiana
$80K
HIMS
1942
Hager Investment Management Services
New Hampshire
$79.4K
B
1943
Bayban
Minnesota
$78.9K
ADL
1944
Asset Dedication LLC
California
$77.9K
QL
1945
Quarry LP
New York
$77.3K
SGK
1946
Steigerwald Gordon & Koch
Virginia
$77.3K
WIM
1947
Westside Investment Management
California
$76.9K
CYG
1948
Clean Yield Group
Vermont
$76.3K
ITIM
1949
Indiana Trust & Investment Management
Indiana
$75.8K
KFAS
1950
Keating Financial Advisory Services
Kansas
$75.3K