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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
SAW
951
Signal Advisors Wealth
Michigan
$1.82M
AT
952
American Trust
Kentucky
$1.81M
WBC
953
Westpac Banking Corp
Australia
$1.81M
TAM
954
Trust Asset Management
Texas
$1.79M
NW
955
NewEdge Wealth
Pennsylvania
$1.78M
LGA
956
Lebenthal Global Advisors
New York
$1.75M
LAM
957
LECAP Asset Management
United Kingdom
$1.72M
BC
958
Broadwater Capital
Massachusetts
$1.71M
MSFS
959
Main Street Financial Solutions
Pennsylvania
$1.7M
SWP
960
Strategic Wealth Partners
Ohio
$1.69M
BCM
961
Barden Capital Management
Texas
$1.69M
JCM
962
Jacobi Capital Management
Pennsylvania
$1.68M
VIA
963
Virtus Investment Advisers
Connecticut
$1.68M
BTW
964
Boston Trust Walden
Massachusetts
$1.67M
NWMG
965
Nicholson Wealth Management Group
South Carolina
$1.67M
GKIM
966
GW&K Investment Management
Massachusetts
$1.66M
OAM
967
Oxford Asset Management
United Kingdom
$1.65M
OTL
968
Oak Thistle LLC
New York
$1.63M
FFM
969
Forum Financial Management
Illinois
$1.62M
TAM
970
Tealwood Asset Management
Minnesota
$1.62M
GCM
971
Geneva Capital Management
Wisconsin
$1.62M
EWM
972
Evercore Wealth Management
New York
$1.6M
UAS
973
United Asset Strategies
New York
$1.59M
CWMK
974
Caliber Wealth Management (Kansas)
Kansas
$1.57M
SWM
975
Silverlake Wealth Management
Vermont
$1.57M