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S&P Global

2,034 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 133 funds opening new positions, 790 increasing their positions, 793 reducing their positions, and 107 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 (+$6.37B)

0% less repeat investments, than reductions

Existing positions increased: 790 | Existing positions reduced: 793

1% less funds holding

Funds holding: 2,0502,034 (-16)

Holders
2,034
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
Harris Associates
2101
Harris Associates
Illinois
DIA
2102
Dana Investment Advisors
Wisconsin
USWIA
2103
UP Strategic Wealth Investment Advisors
Pennsylvania
RWM
2104
RBA Wealth Management
California
AWM
2105
Avior Wealth Management
Nebraska
HKIMG
2106
Hutchens & Kramer Investment Management Group
Indiana
PEA
2107
Park Edge Advisors
Ohio
LAM
2108
Longboard Asset Management
Arizona
VCP
2109
Verus Capital Partners
Arizona
DQRIM
2110
Dale Q Rice Investment Management
Washington
SIAG
2111
Safeguard Investment Advisory Group
California
MF
2112
Magnetar Financial
Illinois
SHF
2113
Stage Harbor Financial
Massachusetts
FRM
2114
Fox Run Management
Connecticut
FDW
2115
Fourth Dimension Wealth
Ohio
SFG
2116
Stonebridge Financial Group
Pennsylvania
WPA
2117
West Paces Advisors
Georgia
SCB
2118
Saudi Central Bank
Saudi Arabia
KWM
2119
Kiker Wealth Management
Georgia
RTC
2120
Riverview Trust Company
Washington
GWM
2121
Guardian Wealth Management
Illinois
CWC
2122
Carolinas Wealth Consulting
North Carolina
EI
2123
eCIO Inc
Wisconsin
AF
2124
Atala Financial
California
GJIA
2125
Glass Jacobson Investment Advisors
Maryland