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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
BTD
2026
BankPlus Trust Department
Mississippi
$37.1K
RMC
2027
Resources Management Corp
Connecticut
$37K
PP
2028
Pingora Partners
Wyoming
$36.6K
P
2029
Palladiem
Pennsylvania
$36.4K
HHMI
2030
Howard Hughes Medical Institute
Maryland
$35K
AAG
2031
Armstrong Advisory Group
Massachusetts
$34K
BONH
2032
Bank of New Hampshire
New Hampshire
$34K
FPF
2033
First Pacific Financial
Washington
$33.8K
MAM
2034
Meeder Asset Management
Ohio
$33.4K
BWAM
2035
Boyd Watterson Asset Management
Ohio
$33.4K
SWIM
2036
Smallwood Wealth Investment Management
New Jersey
$33.4K
HBW
2037
Hazlett, Burt & Watson
West Virginia
$32K
AWM
2038
Abound Wealth Management
Tennessee
$32K
NSIM
2039
North Star Investment Management
Illinois
$31.9K
NWMP
2040
Noble Wealth Management PBC
Colorado
$30.8K
PWMG
2041
Private Wealth Management Group
New Jersey
$30.8K
CAM
2042
Clarity Asset Management
Iowa
$30K
CCMI
2043
Creative Capital Management Investments
California
$29.3K
HWP
2044
Highline Wealth Partners
California
$28.8K
JGCM
2045
Joseph Group Capital Management
Ohio
$28.7K
AP
2046
Aspect Partners
Virginia
$28.2K
CVM
2047
Cheviot Value Management
California
$27.5K
MIM
2048
MTM Investment Management
South Carolina
$27.2K
NWM
2049
Nova Wealth Management
Florida
$26.5K
FFO
2050
Fortitude Family Office
Arizona
$26.1K