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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
BCM
851
Bayesian Capital Management
New York
$2.6M +$2.86M +5,340 New
WWM
852
Western Wealth Management
Colorado
$2.59M +$221K +413 +8%
FFA
853
Farther Finance Advisors
California
$2.57M +$443K +828 +19%
CAM
854
Cypress Asset Management
Texas
$2.57M +$4.82K +9 +0.2%
MOS
855
MGO One Seven
Ohio
$2.56M +$1.66M +3,095 +143%
AWM
856
Accurate Wealth Management
Florida
$2.55M -$160K -298 -5%
BFC
857
Blue Fin Capital
Rhode Island
$2.55M +$74.4K +139 +3%
FFA
858
Fragasso Financial Advisors
Pennsylvania
$2.54M -$194K -362 -6%
CF
859
Centaurus Financial
California
$2.54M -$63.2K -118 -2%
PP
860
Postrock Partners
Oregon
$2.53M – – –
EWM
861
Empirical Wealth Management
Washington
$2.51M +$213K +397 +8%
LCM
862
Laurion Capital Management
New York
$2.49M +$2.74M +5,108 New
PA
863
Pinnacle Associates
New York
$2.48M +$12.3K +23 +0.5%
SAM
864
Smartleaf Asset Management
Massachusetts
$2.47M +$508K +949 +23%
CCG
865
Chatham Capital Group
Georgia
$2.45M +$2.68K +5 +0.1%
VFM
866
Viking Fund Management
North Dakota
$2.43M – – –
TNA
867
True North Advisors
Texas
$2.43M +$144K +269 +6%
CGIM
868
Capital Group Investment Management
Singapore
$2.43M – – –
MG
869
Mather Group
Illinois
$2.42M +$4.28K +8 +0.2%
JWM
870
JPL Wealth Management
Colorado
$2.42M +$64.8K +121 +2%
EW
871
Evoke Wealth
California
$2.42M +$54.1K +101 +2%
HBT
872
Hills Bank & Trust
Iowa
$2.42M – – –
WPC
873
Wedmont Private Capital
Pennsylvania
$2.41M +$8.03K +15 +0.3%
MIH
874
Meitav Investment House
Israel
$2.39M – – –
CWM
875
Chemistry Wealth Management
New York
$2.38M +$11.2K +21 +0.4%
33 34
35
36 37

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.