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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
GCM
1976
Gables Capital Management
Florida
$9.49K
AWM
1977
Activest Wealth Management
Florida
$8.96K
BLC
1978
Brown, Lisle/Cummings
Rhode Island
$8.96K
DPW
1979
DiNuzzo Private Wealth
Pennsylvania
$8.96K
AS
1980
Altshuler Shaham
Israel
$8.96K
CTB
1981
Country Trust Bank
Illinois
$8.96K
LFASL
1982
Lugano Financial Advisors SA (LFA)
Switzerland
$8.96K
HIA
1983
HFM Investment Advisors
New Jersey
$8.44K
SC
1984
Stephens Consulting
Michigan
$7.91K
SN
1985
Sittner & Nelson
Oregon
$7.38K
FG
1986
Fairman Group
Pennsylvania
$7.38K
FPB
1987
First PREMIER Bank
South Dakota
$7K
MAFA
1988
MJT & Associates Financial Advisory
Minnesota
$6.86K
TCA
1989
Trifecta Capital Advisors
Illinois
$6.33K
RAM
1990
Riggs Asset Management
Pennsylvania
$6.33K
CI
1991
Cordant Inc
Oregon
$6.33K
FRA
1992
Front Row Advisors
California
$6.33K
EPAM
1993
Evelyn Partners Asset Management
$6.33K
NEWAS
1994
N.E.W. Advisory Services
Wisconsin
$6.33K
T
1995
Transce3nd
Texas
$6.33K
PWA
1996
Principia Wealth Advisory
Texas
$6.33K
HHGA
1997
Halbert Hargrove Global Advisors
California
$5.8K
CIM
1998
Contravisory Investment Management
Massachusetts
$5.8K
VWWMG
1999
Vermillion & White Wealth Management Group
Pennsylvania
$5.8K
LFA
2000
LGT Financial Advisors
Texas
$5.8K