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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
MIM
2026
MTM Investment Management
South Carolina
$27.2K
NWM
2027
Nova Wealth Management
Florida
$26.5K
FFO
2028
Fortitude Family Office
Arizona
$26.1K
AIA
2029
Aventus Investment Advisors
Florida
$26.1K
MSWM
2030
Mowery & Schoenfeld Wealth Management
Illinois
$25.6K
KG
2031
Kilter Group
New York
$24.6K
SIC
2032
SJS Investment Consulting
Ohio
$24K
MAM
2033
Marquette Asset Management
Minnesota
$23.5K
GWS
2034
Greykasell Wealth Strategies
California
$23K
OAJ
2035
Ogorek Anthony Joseph
New York
$23K
AWM
2036
Activest Wealth Management
Florida
$23K
HNW
2037
High Note Wealth
Minnesota
$23K
TC
2038
Trust Company
Kansas
$23K
TPBG
2039
Turning Point Benefit Group
Maryland
$23K
VWA
2040
Valued Wealth Advisors
Utah
$22.2K
BL
2041
BFSG LLC
California
$21.9K
LOIM
2042
Liberty One Investment Management
Illinois
$21.5K
PSFG
2043
Park Square Financial Group
Georgia
$20.4K
AW
2044
Avion Wealth
Texas
$20K
DWM
2045
Dogwood Wealth Management
Kansas
$19.9K
IRC
2046
Investors Research Corp
Georgia
$19.3K
BGA
2047
Battery Global Advisors
Massachusetts
$19.1K
DMIC
2048
Dixon Mitchell Investment Counsel
British Columbia, Canada
$18.8K
UOTTAIMCU
2049
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18.3K
NFSG
2050
Newbridge Financial Services Group
Florida
$18.2K