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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
Barclays
51
Barclays
United Kingdom
$395M -$108M -202,111 -20%
Artisan Partners
52
Artisan Partners
Wisconsin
$390M +$104M +194,348 +32%
Citadel Advisors
53
Citadel Advisors
Florida
$386M +$125M +233,642 +42%
Dimensional Fund Advisors
54
Dimensional Fund Advisors
Texas
$375M +$13.1M +24,471 +3%
Bank Julius Baer & Co
55
Bank Julius Baer & Co
Switzerland
$373M +$2.36M +4,407 +0.6%
Holocene Advisors
56
Holocene Advisors
New York
$373M +$182M +339,947 +80%
Baillie Gifford & Co
57
Baillie Gifford & Co
United Kingdom
$370M -$7.19M -13,430 -2%
American Century Companies
58
American Century Companies
Missouri
$364M +$9.74M +18,189 +2%
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$363M +$7.81M +14,589 +2%
Fiera Capital (Canada)
60
Fiera Capital (Canada)
Quebec, Canada
$363M +$12.8M +23,872 +3%
AIM
61
Allen Investment Management
New York
$359M -$62.4M -116,585 -14%
Flossbach Von Storch
62
Flossbach Von Storch
Germany
$356M +$5.8M +10,836 +2%
CG
63
Carmignac Gestion
France
$351M +$136M +253,303 +54%
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$347M -$12.7M -23,664 -3%
Loomis, Sayles & Company
65
Loomis, Sayles & Company
Massachusetts
$327M -$4.04M -7,547 -1%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$326M +$691K +1,291 +0.2%
Millennium Management
67
Millennium Management
New York
$326M +$334M +623,524 +1,333%
AAB
68
ABN AMRO Bank
Netherlands
$325M +$45.7M +85,272 +15%
Lazard Asset Management
69
Lazard Asset Management
New York
$315M +$19.7M +36,869 +6%
California Public Employees Retirement System
70
California Public Employees Retirement System
California
$312M +$4.61M +8,610 +1%
BI
71
BlueSpruce Investments
Illinois
$309M +$36.7M +68,631 +12%
Nordea Investment Management
72
Nordea Investment Management
Sweden
$304M -$55.7M -103,931 -14%
RG
73
Rathbones Group
United Kingdom
$304M +$6.32M +11,800 +2%
First Manhattan
74
First Manhattan
New York
$301M +$21.3M +39,694 +7%
National Pension Service
75
National Pension Service
South Korea
$296M +$9.85M +18,397 +3%

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.