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S&P Global

2,166 hedge funds and large institutions have $137B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 297 funds opening new positions, 778 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: 2,0362,166 (+130)

1.44% more ownership

Funds ownership: 86.02%87.46% (+1.4%)

3% less repeat investments, than reductions

Existing positions increased: 778 | Existing positions reduced: 803

Holders
2,166
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
WBC
2001
West Branch Capital
Massachusetts
$39.2K
SR
2002
Swiss Re
Switzerland
$39.2K
SC
2003
Solstein Capital
California
$38.1K
BTD
2004
BankPlus Trust Department
Mississippi
$37.1K
RMC
2005
Resources Management Corp
Connecticut
$37K
PP
2006
Pingora Partners
Wyoming
$36.6K
P
2007
Palladiem
Pennsylvania
$36.4K
HHMI
2008
Howard Hughes Medical Institute
Maryland
$35K
AAG
2009
Armstrong Advisory Group
Massachusetts
$34K
BONH
2010
Bank of New Hampshire
New Hampshire
$34K
FPF
2011
First Pacific Financial
Washington
$33.8K
MAM
2012
Meeder Asset Management
Ohio
$33.4K
BWAM
2013
Boyd Watterson Asset Management
Ohio
$33.4K
SWIM
2014
Smallwood Wealth Investment Management
New Jersey
$33.4K
HBW
2015
Hazlett, Burt & Watson
West Virginia
$32K
AWM
2016
Abound Wealth Management
Tennessee
$32K
NSIM
2017
North Star Investment Management
Illinois
$31.9K
PWMG
2018
Private Wealth Management Group
New Jersey
$30.8K
NWMP
2019
Noble Wealth Management PBC
Colorado
$30.8K
CAM
2020
Clarity Asset Management
Iowa
$30K
CCMI
2021
Creative Capital Management Investments
California
$29.3K
HWP
2022
Highline Wealth Partners
California
$28.8K
JGCM
2023
Joseph Group Capital Management
Ohio
$28.7K
AP
2024
Aspect Partners
Virginia
$28.2K
CVM
2025
Cheviot Value Management
California
$27.5K