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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
EB
351
Eastern Bank
Massachusetts
$25.3M +$152K +283 +0.5%
PAI
352
Pittenger & Anderson Inc
Nebraska
$25.2M +$24.6K +46 +0.1%
PI
353
PineBridge Investments
New York
$25.1M -$4.86M -9,080 -15%
SLAM
354
Swiss Life Asset Management
$24.9M +$3.41M +6,369 +14%
X
355
Xponance
Pennsylvania
$24.9M -$620K -1,158 -2%
EI
356
Ethic Inc
New York
$24.7M -$429K -802 -2%
URS
357
Utah Retirement Systems
Utah
$24.7M -$335K -626 -1%
CIBC World Market
358
CIBC World Market
Ontario, Canada
$24.5M -$16.4M -30,631 -38%
First Trust Advisors
359
First Trust Advisors
Illinois
$24.4M -$95.3K -178 -0.4%
RC
360
RBF Capital
California
$24.3M
MML Investors Services
361
MML Investors Services
Massachusetts
$24.3M +$3.92M +7,316 +17%
Select Equity Group
362
Select Equity Group
New York
$24.3M -$864K -1,613 -3%
PFSRSONJ
363
Police & Firemen's Retirement System of New Jersey
New Jersey
$24.1M +$1.49M +2,785 +6%
MAMU
364
Marathon Asset Management (UK)
United Kingdom
$23.9M -$4.23M -7,895 -14%
Commonwealth Equity Services
365
Commonwealth Equity Services
Massachusetts
$23.6M -$1.37M -2,551 -5%
PC
366
Port Capital
Illinois
$23.3M +$25.7M +47,910 New
OAM
367
OP Asset Management
$23.2M +$499K +932 +2%
TIAA Trust, National Association
368
TIAA Trust, National Association
North Carolina
$22.6M +$11.2M +20,950 +82%
NYLIM
369
New York Life Investment Management
New York
$22.1M -$787K -1,469 -3%
VPIM
370
Vanguard Personalized Indexing Management
California
$22M -$435K -812 -2%
GIP
371
Granite Investment Partners
California
$22M -$585K -1,093 -2%
BAMCO Inc
372
BAMCO Inc
New York
$22M +$8.03K +15 +0%
CBU
373
CIBC Bancorp USA
Illinois
$21.9M +$24.1M +44,985 New
TRSOTSOK
374
Teachers Retirement System of the State of Kentucky
Kentucky
$21.9M -$1.99M -3,723 -8%
FMI
375
Factory Mutual Insurance
Massachusetts
$21.5M

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.