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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
NFSG
2051
Newbridge Financial Services Group
Florida
$18.2K
IIM
2052
IFC & Insurance Marketing
California
$18K
BFS
2053
Bare Financial Services
Pennsylvania
$17.8K
CFS
2054
CGC Financial Services
Oregon
$17.2K
FC
2055
Fairscale Capital
New Hampshire
$16.7K
CA
2056
Cresta Advisors
Texas
$16.7K
CFM
2057
Cornerstone Financial Management
Massachusetts
$16.7K
GCM
2058
Gunpowder Capital Management
Maryland
$16.7K
RFS
2059
Richardson Financial Services
Massachusetts
$16.5K
RWM
2060
Rialto Wealth Management
New York
$15.7K
CT
2061
Coastline Trust
Rhode Island
$15.7K
RTL
2062
Red Tortoise LLC
Georgia
$15.6K
Q1WB
2063
Quest 10 Wealth Builders
Virginia
$15.4K
IWM
2064
IMG Wealth Management
Florida
$15.2K
AS
2065
Altshuler Shaham
Israel
$15.2K
TCM
2066
Triumph Capital Management
Colorado
$14.7K
HFS
2067
Hughes Financial Services
Virginia
$14.6K
MFT
2068
Moisand Fitzgerald Tamayo
Florida
$14.1K
LWANC
2069
Laurel Wealth Advisors (North Carolina)
North Carolina
$13.6K
WT
2070
WHI Trust
Illinois
$13.6K
GWSG
2071
GPS Wealth Strategies Group
Colorado
$13.1K
FIM
2072
FWL Investment Management
Texas
$13.1K
MCP
2073
Miller Capital Partners
Michigan
$12.5K
CFG
2074
Clayton Financial Group
Missouri
$12.5K
MAFA
2075
MJT & Associates Financial Advisory
Minnesota
$12K