SPGI icon

S&P Global

2,034 hedge funds and large institutions have $127B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 778 increasing their positions, 762 reducing their positions, and 130 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

1.41% less ownership

Funds ownership: 87.43%86.02% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 7974 (-5)

11% less capital invested

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

Holders
2,034
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
74
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$919M
Puts
$716M
Net Calls
Net Calls Change

Top Buyers

1 +$1.31B
2 +$553M
3 +$334M
4
MMA
Mizuho Markets Americas
New York
+$319M
5
Squarepoint
Squarepoint
New York
+$196M

Top Sellers

1 -$992M
2 -$888M
3 -$638M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$494M
5
UBS AM
UBS AM
Illinois
-$358M
Name Holding Trade Value Shares
Change
Change in
Stake
ZBNA
701
Zions Bancorporation, National Association
Utah
$4.67M
PIM
702
Provident Investment Management
Michigan
$4.66M
SFI
703
Siemens Fonds Invest
Germany
$4.62M
OCBV
704
Ownership Capital B.V.
Netherlands
$4.61M
VanEck Associates
705
VanEck Associates
New York
$4.57M
RC
706
Roundview Capital
New Jersey
$4.56M
BCM
707
Bretton Capital Management
California
$4.53M
IUHSA
708
Itau Unibanco Holding S.A.
Brazil
$4.53M
SC
709
Scotia Capital
Ontario, Canada
$4.52M
RWM
710
Ritholtz Wealth Management
New York
$4.52M
CCG
711
Cloverfields Capital Group
Minnesota
$4.43M
PA
712
PFG Advisors
Arizona
$4.42M
SI
713
Sava Infond
Slovenia
$4.38M
DR
714
Davis Rea
Ontario, Canada
$4.31M
Los Angeles Capital Management
715
Los Angeles Capital Management
California
$4.3M
SAM
716
Sompo Asset Management
Japan
$4.27M
LWCFA
717
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$4.27M
SAM
718
Sawgrass Asset Management
Florida
$4.26M
PFS
719
Prospera Financial Services
Texas
$4.26M
SFA
720
Sequoia Financial Advisors
Ohio
$4.22M
FFM
721
Fisher Funds Management
New Zealand
$4.22M
Fisher Asset Management
722
Fisher Asset Management
Washington
$4.19M
TBA
723
Tower Bridge Advisors
Pennsylvania
$4.19M
BAM
724
Bell Asset Management
Australia
$4.19M
WFG
725
Wills Financial Group
Virginia
$4.18M