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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
SCA
2001
Stuart Chaussee & Associates
California
$5.27K
RWA
2002
Redmont Wealth Advisors
Illinois
$5.27K
DWA
2003
Delos Wealth Advisors
Texas
$5.27K
SPF
2004
South Plains Financial
Texas
$5.27K
BHWM
2005
Bay Harbor Wealth Management
Maryland
$5.27K
BCM
2006
Blume Capital Management
California
$4.75K
PSB
2007
Piscataqua Savings Bank
New Hampshire
$4.75K
TLCM
2008
Twin Lakes Capital Management
California
$4.39K
MFG
2009
Mendota Financial Group
Wisconsin
$4.22K
FF
2010
Friedenthal Financial
New Jersey
$4.22K
GTAM
2011
Global Trust Asset Management
Florida
$4.22K
TCM
2012
TruNorth Capital Management
Michigan
$4.22K
CAC
2013
Core Alternative Capital
Georgia
$4.22K
PWM
2014
Parkworth Wealth Management
California
$4.22K
WA
2015
WestEnd Advisors
North Carolina
$3.69K
BC
2016
Barrett & Company
Rhode Island
$3.69K
T
2017
Tidemark
California
$3.69K
CBT
2018
Crews Bank & Trust
Florida
$3.69K
BFS
2019
Burkett Financial Services
South Carolina
$3.18K
SIC
2020
SJS Investment Consulting
Ohio
$3.16K
W
2021
WealthCollab
Washington
$3.16K
IHWM
2022
Iron Horse Wealth Management
Iowa
$3.16K
PS
2023
PayPay Securities
Japan
$3.16K
SC
2024
Sawyer & Company
Massachusetts
$3K
SRCM
2025
Signature Resources Capital Management
California
$2.64K