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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
RTL
1951
Red Tortoise LLC
Georgia
$15.7K
Q1WB
1952
Quest 10 Wealth Builders
Virginia
$15.6K
HNW
1953
High Note Wealth
Minnesota
$15.3K
CFD
1954
Creative Financial Designs
Indiana
$14.8K
TCM
1955
Traub Capital Management
Massachusetts
$14.8K
AG
1956
AmeriFlex Group
Nevada
$14.5K
CAM
1957
Creekmur Asset Management
Illinois
$14.3K
MFT
1958
Moisand Fitzgerald Tamayo
Florida
$14.2K
NSIM
1959
North Star Investment Management
Illinois
$13.7K
IWM
1960
IMG Wealth Management
Florida
$13.7K
GWM
1961
Gitterman Wealth Management
New Jersey
$13.2K
FIM
1962
FWL Investment Management
Texas
$13.2K
MSG
1963
Main Street Group
Virginia
$12.1K
BFS
1964
Bare Financial Services
Pennsylvania
$12.1K
CMA
1965
Cedar Mountain Advisors
Oregon
$11.6K
CJH
1966
Christopher J. Hasenberg
Wisconsin
$11.6K
MPW
1967
MASECO Private Wealth
$11.2K
PA
1968
Pineridge Advisors
Missouri
$11.1K
BI
1969
Binnacle Investments
Iowa
$10.5K
SL
1970
Salomon & Ludwin
Virginia
$10.5K
CWM
1971
Copia Wealth Management
Oregon
$10K
AEPWM
1972
Atlantic Edge Private Wealth Management
Florida
$9.49K
BHWM
1973
Beaird Harris Wealth Management
Texas
$9.49K
WCM
1974
WealthTrak Capital Management
Virginia
$9.49K
HWA
1975
Heritage Wealth Advisors
Virginia
$9.49K