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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
AIA
2051
Aventus Investment Advisors
Florida
$26.1K
MSWM
2052
Mowery & Schoenfeld Wealth Management
Illinois
$25.6K
WG
2053
Wellington Group
Indiana
$25.1K
KG
2054
Kilter Group
New York
$24.6K
SIC
2055
SJS Investment Consulting
Ohio
$24K
MAM
2056
Marquette Asset Management
Minnesota
$23.5K
GWS
2057
Greykasell Wealth Strategies
California
$23K
OAJ
2058
Ogorek Anthony Joseph
New York
$23K
AWM
2059
Activest Wealth Management
Florida
$23K
HNW
2060
High Note Wealth
Minnesota
$23K
TC
2061
Trust Company
Kansas
$23K
TPBG
2062
Turning Point Benefit Group
Maryland
$23K
VWA
2063
Valued Wealth Advisors
Utah
$22.2K
BL
2064
BFSG LLC
California
$21.9K
LOIM
2065
Liberty One Investment Management
Illinois
$21.5K
PSFG
2066
Park Square Financial Group
Georgia
$20.4K
AW
2067
Avion Wealth
Texas
$20K
DWM
2068
Dogwood Wealth Management
Kansas
$19.9K
IRC
2069
Investors Research Corp
Georgia
$19.3K
BGA
2070
Battery Global Advisors
Massachusetts
$19.1K
DMIC
2071
Dixon Mitchell Investment Counsel
British Columbia, Canada
$18.8K
UOTTAIMCU
2072
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$18.3K
NFSG
2073
Newbridge Financial Services Group
Florida
$18.2K
IIM
2074
IFC & Insurance Marketing
California
$18K
BFS
2075
Bare Financial Services
Pennsylvania
$17.8K