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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
CVM
2026
Cheviot Value Management
California
$27.5K
MIM
2027
MTM Investment Management
South Carolina
$27.2K
NWM
2028
Nova Wealth Management
Florida
$26.5K
FFO
2029
Fortitude Family Office
Arizona
$26.1K
AIA
2030
Aventus Investment Advisors
Florida
$26.1K
MSWM
2031
Mowery & Schoenfeld Wealth Management
Illinois
$25.6K
KG
2032
Kilter Group
New York
$24.6K
SIC
2033
SJS Investment Consulting
Ohio
$24K
MAM
2034
Marquette Asset Management
Minnesota
$23.5K
GWS
2035
Greykasell Wealth Strategies
California
$23K
OAJ
2036
Ogorek Anthony Joseph
New York
$23K
AWM
2037
Activest Wealth Management
Florida
$23K
HNW
2038
High Note Wealth
Minnesota
$23K
TC
2039
Trust Company
Kansas
$23K
TPBG
2040
Turning Point Benefit Group
Maryland
$23K
VWA
2041
Valued Wealth Advisors
Utah
$22.2K
BL
2042
BFSG LLC
California
$21.9K
LOIM
2043
Liberty One Investment Management
Illinois
$21.5K
PSFG
2044
Park Square Financial Group
Georgia
$20.4K
AW
2045
Avion Wealth
Texas
$20K
DWM
2046
Dogwood Wealth Management
Kansas
$19.9K
IRC
2047
Investors Research Corp
Georgia
$19.3K
BGA
2048
Battery Global Advisors
Massachusetts
$19.1K
DMIC
2049
Dixon Mitchell Investment Counsel
British Columbia, Canada
$18.8K
UOTTAIMCU
2050
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18.3K