We are live on ! Find out more
SPGI icon

S&P Global

2,193 hedge funds and large institutions have $138B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 307 funds opening new positions, 787 increasing their positions, 806 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: $ → $

7% more funds holding

Funds holding: 2,0512,193 (+142)

0.97% more ownership

Funds ownership: 86.13%87.1% (+0.97%)

2% less repeat investments, than reductions

Existing positions increased: 787 | Existing positions reduced: 806

Holders
2,193
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
93
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
AT
1976
Arlington Trust
Alabama
$72.1K
MW
1977
Merited Wealth
Florida
$70K
UFPG
1978
United Financial Planning Group
New York
$69K
TFA
1979
Transamerica Financial Advisors
Florida
$68.4K
DIP
1980
DT Investment Partners
Pennsylvania
$67.4K
CNBTD
1981
Citizens National Bank Trust Department
Mississippi
$65.8K
MFC
1982
Mechanics Financial Corp
Ohio
$65.3K
VNA
1983
Valley National Advisers
Pennsylvania
$64K
CGA
1984
Compound Global Advisors
Washington
$63.8K
LI
1985
LRI Investments
Florida
$62.7K
GWM
1986
Greenline Wealth Management
Florida
$62.6K
MTIC
1987
Missouri Trust & Investment Company
Missouri
$60.1K
NL
1988
NVWM LLC
Pennsylvania
$58.5K
HCM
1989
Hollencrest Capital Management
California
$58K
VIS
1990
Vega Investment Solutions
France
$57K
EWP
1991
Elevation Wealth Partners
California
$55.9K
DI
1992
DAGCO Inc
Ohio
$55.9K
BFP
1993
Birchwood Financial Partners
Minnesota
$55.9K
DF
1994
Dunhill Financial
United Kingdom
$55.2K
NMG
1995
New Millennium Group
Utah
$54.3K
CM
1996
Capula Management
Cayman Islands
$53.3K
WWA
1997
Wealth Watch Advisors
Colorado
$53.3K
CB
1998
Centennial Bank
Arkansas
$52.3K
RA
1999
Rational Advisors
New York
$52.3K
SFAM
2000
Sawyer Falduto Asset Management
Illinois
$52.1K