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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
BSB
2001
Bangor Savings Bank
Maine
$51.7K
DCM
2002
Disciplina Capital Management
Tennessee
$51.5K
CIAS
2003
CBIZ Investment Advisory Services
Ohio
$51.2K
GWSA
2004
Global Wealth Strategies & Associates
Colorado
$50.7K
SIS
2005
Sound Income Strategies
Florida
$50.2K
NWS
2006
Nvest Wealth Strategies
Ohio
$49.1K
SPF
2007
South Plains Financial
Texas
$47.6K
SC
2008
SouthState Corp
Florida
$47.1K
FGA
2009
Fortis Group Advisors
New Jersey
$47K
LWMI
2010
Legacy Wealth Management (Idaho)
Idaho
$45.5K
LC
2011
Lavaca Capital
Texas
$45.5K
ME
2012
McIlrath & Eck
Washington
$45.5K
FFA
2013
Frazier Financial Advisors
Ohio
$45K
ACM
2014
Anfield Capital Management
California
$44.9K
LAS
2015
Lloyd Advisory Services
Georgia
$44.4K
S
2016
Sachetta
Massachusetts
$44.4K
CI
2017
Clal Insurance
Israel
$44K
SG
2018
Sankala Group
Colorado
$43.3K
TWD
2019
True Wealth Design
Ohio
$42.9K
GEA
2020
Glen Eagle Advisors
New Jersey
$41.3K
KFP
2021
Kerr Financial Planning
California
$39.8K
AFC
2022
Ares Financial Consulting
California
$39.7K
WBC
2023
West Branch Capital
Massachusetts
$39.2K
SR
2024
Swiss Re
Switzerland
$39.2K
SC
2025
Solstein Capital
California
$38.1K