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S&P Global

2,184 hedge funds and large institutions have $138B invested in S&P Global in 2025 Q4 according to their latest regulatory filings, with 303 funds opening new positions, 783 increasing their positions, 805 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: 2,0462,184 (+138)

1.54% more ownership

Funds ownership: 86.04%87.58% (+1.5%)

3% less repeat investments, than reductions

Existing positions increased: 783 | Existing positions reduced: 805

Holders
2,184
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
BC
2151
Barrett & Company
Rhode Island
$3.66K
DCM
2152
Davis Capital Management
Florida
$3.66K
MA
2153
Modus Advisors
Minnesota
$3.66K
BFS
2154
Burkett Financial Services
South Carolina
$3.16K
LB
2155
Legacy Bridge
Iowa
$3.14K
LWM
2156
Lodestone Wealth Management
Washington
$3.14K
NL
2157
NorthAvenue LLC
Ohio
$3.14K
BW
2158
Bravera Wealth
North Dakota
$3.14K
CJ
2159
Caitlin John
Michigan
$2.61K
SC
2160
Sawyer & Company
Massachusetts
$2.61K
RFA
2161
Reyes Financial Architecture
California
$2.61K
1IA
2162
1620 Investment Advisors
Massachusetts
$2.13K
CWM
2163
Cedar Wealth Management
California
$2.09K
SFS
2164
Sunrise Financial Services
Washington
$2.09K
NA
2165
Networth Advisors
Pennsylvania
$2.09K
CMP
2166
Coston McIsaac & Partners
Maine
$2K
MI
2167
Motiv8 Investments
Florida
$1.63K
JWM
2168
Jessup Wealth Management
Ohio
$1.61K
WW
2169
Winnow Wealth
Texas
$1.57K
DF
2170
DecisionPoint Financial
Arizona
$1.57K
LIA
2171
Luken Investment Analytics
Tennessee
$1.57K
WA
2172
Whipplewood Advisors
Colorado
$1.57K
GFA
2173
Godfrey Financial Associates
New York
$1.57K
IAS
2174
IMA Advisory Services
Colorado
$1.57K
CTWM
2175
Cherry Tree Wealth Management
Minnesota
$1.31K