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S&P Global

2,043 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 793 increasing their positions, 793 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $133B → $140B (+$6.47B)

0% more repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 793

1% less funds holding

Funds holding: 2,0542,043 (-11)

Holders
2,043
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$911M
Puts
$668M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
2101
Crux Wealth Advisors
California
LWIC
2102
Leith Wheeler Investment Counsel
British Columbia, Canada
OC
2103
Oarsman Capital
Wisconsin
APW
2104
Austin Private Wealth
Texas
OPCM
2105
Osborne Partners Capital Management
California
HCP
2106
Hexagon Capital Partners
Arkansas
SWA
2107
SFMG Wealth Advisors
Texas
CFG
2108
Cooper Financial Group
California
Harris Associates
2109
Harris Associates
Illinois
APW
2110
Aurora Private Wealth
New Jersey
DIA
2111
Dana Investment Advisors
Wisconsin
USWIA
2112
UP Strategic Wealth Investment Advisors
Pennsylvania
RWM
2113
RBA Wealth Management
California
AWM
2114
Avior Wealth Management
Nebraska
HKIMG
2115
Hutchens & Kramer Investment Management Group
Indiana
PEA
2116
Park Edge Advisors
Ohio
LAM
2117
Longboard Asset Management
Arizona
VCP
2118
Verus Capital Partners
Arizona
DQRIM
2119
Dale Q Rice Investment Management
Washington
SIAG
2120
Safeguard Investment Advisory Group
California
MF
2121
Magnetar Financial
Illinois
SHF
2122
Stage Harbor Financial
Massachusetts
FRM
2123
Fox Run Management
Connecticut
FDW
2124
Fourth Dimension Wealth
Ohio
SFG
2125
Stonebridge Financial Group
Pennsylvania