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S&P Global
SPGI

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: 2,062 → 2,052 (-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: 80 → 75 (-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

Top Buyers

Rank Fund Capital Flow
1
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
+$1.31B
2
DZ Bank
DZ Bank
Germany
+$553M
3
Millennium Management
Millennium Management
New York
+$334M
4
MMA
Mizuho Markets Americas
New York
+$319M
5
Squarepoint
Squarepoint
New York
+$196M

Top Sellers

Rank Fund Capital Flow
1
BC
Broadwater Capital
Massachusetts
-$992M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$888M
3
BlackRock
BlackRock
New York
-$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
Simplex Trading
801
Simplex Trading
Illinois
$3.04M +$3.34M +6,245 New
WR
802
WD Rutherford
Oregon
$3.04M +$125K +234 +4%
WSC
803
Wellington Shields & Co
New York
$3.02M – – –
CIAS
804
CFS Investment Advisory Services
New Jersey
$3.01M -$1.07K -2 -0%
GH
805
GAM Holding
Switzerland
$3M +$398K +744 +14%
TYCC
806
Texas Yale Capital Corp
Florida
$3M +$42.8K +80 +1%
TCOV
807
Trust Company of Vermont
Vermont
$3M – – –
A
808
Argentarii
Ohio
$3M -$77.6K -145 -2%
VI
809
Vestcor Inc
New Brunswick, Canada
$2.99M -$139K -260 -4%
AF
810
Alerus Financial
North Dakota
$2.99M -$2.81M -5,250 -46%
PA
811
Parallel Advisors
California
$2.97M +$18.2K +34 +0.6%
SW
812
SteelPeak Wealth
California
$2.96M +$2.14M +3,998 +192%
WJWM
813
Williams Jones Wealth Management
New York
$2.96M +$20.3K +38 +0.6%
AAIM
814
Asset Advisors Investment Management
Georgia
$2.95M +$998K +1,864 +44%
MYLI
815
Meiji Yasuda Life Insurance
Japan
$2.94M +$24.1K +45 +0.7%
BAM
816
Bayview Asset Management
Florida
$2.92M +$3.21M +6,000 New
CSIC
817
Clifford Swan Investment Counsel
California
$2.91M +$2.14K +4 +0.1%
RSWM
818
Robertson Stephens Wealth Management
California
$2.9M -$215K -401 -6%
RA
819
Rockingstone Advisors
Massachusetts
$2.89M +$278K +520 +10%
CAC
820
Certified Advisory Corp
Florida
$2.87M -$140K -262 -4%
GM
821
GeoWealth Management
Illinois
$2.87M +$1.89M +3,526 +149%
CF
822
Collier Financial
Colorado
$2.86M +$3.15M +5,886 New
KNW
823
Kesler Norman & Wride
Utah
$2.86M -$377K -704 -11%
SWP
824
Sagespring Wealth Partners
Tennessee
$2.86M +$24.6K +46 +0.8%
SFG
825
Snider Financial Group
Washington
$2.85M +$172K +321 +6%
31 32
33
34 35

SPGI Hedge Fund Activity: Q3 2025 in Review

2,052 of the 7,620 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.