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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
UE
26
Unisphere Establishment
Liechtenstein
$876M
VFCM
27
Valley Forge Capital Management
Florida
$854M
CCM
28
Cantillon Capital Management
New York
$848M -$10.3M -19,189 -1%
Neuberger Berman Group
29
Neuberger Berman Group
New York
$837M +$13.7M +25,574 +2%
UBS Group
30
UBS Group
Switzerland
$800M +$125M +232,703 +16%
Amundi
31
Amundi
France
$746M -$308M -575,649 -27%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$735M +$3.67M +6,857 +0.5%
Ameriprise
33
Ameriprise
Minnesota
$698M -$79.4M -148,333 -9%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$652M -$129M -240,918 -15%
SGA
35
Sustainable Growth Advisers
Connecticut
$630M -$116M -216,223 -14%
Deutsche Bank
36
Deutsche Bank
Germany
$563M -$16.5M -30,867 -3%
Franklin Resources
37
Franklin Resources
California
$553M -$5.89M -10,997 -1%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$553M -$18.3M -34,207 -3%
AllianceBernstein
39
AllianceBernstein
Tennessee
$534M +$8.5M +15,882 +1%
ClearBridge Investments
40
ClearBridge Investments
New York
$528M -$7.02M -13,103 -1%
Newport Trust Company
41
Newport Trust Company
District of Columbia
$526M -$1.78M -3,323 -0.3%
RCWMU
42
Rothschild & Co Wealth Management (UK)
United Kingdom
$512M +$8.48M +15,833 +2%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$502M +$27M +50,376 +5%
Raymond James Financial
44
Raymond James Financial
Florida
$498M -$5.2M -9,713 -0.9%
Temasek Holdings
45
Temasek Holdings
Singapore
$466M +$63.6M +118,788 +14%
Ninety One (UK)
46
Ninety One (UK)
United Kingdom
$458M +$6.49M +12,114 +1%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$457M +$16.1M +30,080 +3%
Swedbank
48
Swedbank
Sweden
$449M -$10.9M -20,400 -2%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$441M -$4.45M -8,313 -0.9%
LP
50
Longview Partners
Guernsey
$420M -$106M -197,170 -19%

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.