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S&P Global

2,167 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 296 funds opening new positions, 779 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: 2,0382,167 (+129)

1.47% more ownership

Funds ownership: 86.02%87.49% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 779 | Existing positions reduced: 803

Holders
2,167
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
WWA
1976
Wealth Watch Advisors
Colorado
$53.3K
CB
1977
Centennial Bank
Arkansas
$52.3K
RA
1978
Rational Advisors
New York
$52.3K
SFAM
1979
Sawyer Falduto Asset Management
Illinois
$52.1K
BSB
1980
Bangor Savings Bank
Maine
$51.7K
DCM
1981
Disciplina Capital Management
Tennessee
$51.5K
CIAS
1982
CBIZ Investment Advisory Services
Ohio
$51.2K
GWSA
1983
Global Wealth Strategies & Associates
Colorado
$50.7K
SIS
1984
Sound Income Strategies
Florida
$50.2K
NWS
1985
Nvest Wealth Strategies
Ohio
$49.1K
SPF
1986
South Plains Financial
Texas
$47.6K
SC
1987
SouthState Corp
Florida
$47.1K
FGA
1988
Fortis Group Advisors
New Jersey
$47K
LWMI
1989
Legacy Wealth Management (Idaho)
Idaho
$45.5K
LC
1990
Lavaca Capital
Texas
$45.5K
ME
1991
McIlrath & Eck
Washington
$45.5K
FFA
1992
Frazier Financial Advisors
Ohio
$45K
ACM
1993
Anfield Capital Management
California
$44.9K
LAS
1994
Lloyd Advisory Services
Georgia
$44.4K
S
1995
Sachetta
Massachusetts
$44.4K
CI
1996
Clal Insurance
Israel
$44K
SG
1997
Sankala Group
Colorado
$43.3K
TWD
1998
True Wealth Design
Ohio
$42.9K
GEA
1999
Glen Eagle Advisors
New Jersey
$41.3K
KFP
2000
Kerr Financial Planning
California
$39.8K