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S&P Global

2,052 hedge funds and large institutions have $127B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 786 increasing their positions, 765 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $919M | Put options by funds: $716M

18% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 130

3% more repeat investments, than reductions

Existing positions increased: 786 | Existing positions reduced: 765

0% less funds holding

Funds holding: 2,0622,052 (-10)

1.4% less ownership

Funds ownership: 87.52%86.13% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 8075 (-5)

11% less capital invested

Capital invested by funds: $142B → $127B (-$15.4B)

Holders
2,052
Holders Change
-10
Holders Change %
-0.48%
% of All Funds
26.93%
Holding in Top 10
75
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.25%
% of All Funds
0.98%
New
154
Increased
786
Reduced
765
Closed
130
Calls
$919M
Puts
$716M
Net Calls
+$202M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BEI
251
Benjamin Edwards Inc
Missouri
$47.9M +$945K +1,764 +2%
LF
252
Lansforsakringar Fondforvaltning
Sweden
$47.8M +$619K +1,156 +1%
CP
253
Cumberland Partners
Ontario, Canada
$46.8M -$994K -1,856 -2%
ICP
254
Ironvine Capital Partners
Nebraska
$46.7M -$98.5K -184 -0.2%
Wealth Enhancement Advisory Services
255
Wealth Enhancement Advisory Services
Minnesota
$45.8M +$2.39M +4,455 +5%
National Bank of Canada
256
National Bank of Canada
Quebec, Canada
$45.8M -$88.7M -165,605 -64%
ASRS
257
Arizona State Retirement System
Arizona
$44.6M -$30K -56 -0.1%
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$44.4M +$3.18M +5,932 +7%
UCFA
259
United Capital Financial Advisors
Texas
$44.2M -$1.21M -2,253 -2%
Creative Planning
260
Creative Planning
Kansas
$44.1M +$1.78M +3,320 +4%
Cetera Investment Advisers
261
Cetera Investment Advisers
Illinois
$43.5M -$1.3M -2,420 -3%
CCMG
262
Clark Capital Management Group
Pennsylvania
$43.4M +$632K +1,180 +1%
GLA
263
Great Lakes Advisors
Illinois
$43.1M -$741K -1,384 -2%
SWM
264
Segment Wealth Management
Texas
$43M -$141K -263 -0.3%
Truist Financial
265
Truist Financial
North Carolina
$42.9M +$2.28M +4,264 +5%
Voloridge Investment Management
266
Voloridge Investment Management
Florida
$42.4M +$46.7M +87,170 New
YL
267
YCG LLC
Texas
$41.4M +$1.86M +3,471 +4%
SOMRS
268
State of Michigan Retirement System
Michigan
$41.2M -$428K -800 -0.9%
LOAME
269
Lombard Odier Asset Management (Europe)
United Kingdom
$41M +$1.31B +2,449,754 +6,799%
FAF
270
Första AP-fonden
Sweden
$41M -$7.76M -14,500 -15%
LCM
271
Lionstone Capital Management
New York
$40.9M
ACM
272
Alta Capital Management
Utah
$40.5M -$2.14M -3,993 -5%
AAP
273
Aristotle Atlantic Partners
Florida
$40.3M -$418K -780 -0.9%
SCP
274
Sandhill Capital Partners
New York
$39.9M -$285K -533 -0.6%
IGAM
275
iA Global Asset Management
Quebec, Canada
$39.5M +$1.03M +1,917 +2%

SPGI Hedge Fund Activity: Q3 2025 in Review

2,052 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2025, worth a combined $127B — down 11% from $142B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new SPGI positions and 130 closed out — a net gain of 24 holders — while 786 added to existing stakes and 765 trimmed.

The largest buyer was Lombard Odier Asset Management (Europe), adding an estimated $1.31B. The largest seller was Broadwater Capital, cutting an estimated $992M.

  • 2,052 institutional investors held S&P Global (SPGI) as of Q3 2025, down from 2,062 in Q2 2025.
  • Funds reported $127B of S&P Global stock for Q3 2025, down 11% quarter-over-quarter.
  • 154 funds opened new S&P Global positions in Q3 2025 and 130 closed out, a net change of +24 holders.
  • The largest S&P Global buyer in Q3 2025 was Lombard Odier Asset Management (Europe), an estimated $1.31B added.
  • The largest S&P Global seller in Q3 2025 was Broadwater Capital, an estimated $992M sold.

Based on aggregated 13F filings for Q3 2025.