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S&P Global

2,007 hedge funds and large institutions have $126B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 764 increasing their positions, 749 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,007
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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 +$502M
2 +$303M
3 +$290M
4
Squarepoint
Squarepoint
New York
+$178M
5
Holocene Advisors
Holocene Advisors
New York
+$165M

Top Sellers

1 -$807M
2 -$580M
3 -$449M
4
UBS AM
UBS AM
Illinois
-$325M
5
Amundi
Amundi
France
-$275M
Name Holding Trade Value Shares
Change
Change in
Stake
AWP
1026
Accretive Wealth Partners
New Jersey
$1.24M
SFO
1027
Stenger Family Office
Illinois
$1.24M
OIS
1028
Okabena Investment Services
Minnesota
$1.23M
TP
1029
Tranquility Partners
Tennessee
$1.23M
HBT
1030
Heartland Bank & Trust
Illinois
$1.23M
PWPS
1031
Pinnacle Wealth Planning Services
Ohio
$1.22M
SAG
1032
SageView Advisory Group
California
$1.22M
MFGM
1033
Marshall Financial Group (Maryland)
Maryland
$1.22M
NWMG
1034
National Wealth Management Group
Ohio
$1.21M
EWM
1035
EPG Wealth Management
Georgia
$1.2M
SC
1036
Stance Capital
Massachusetts
$1.2M
RIA
1037
Regal Investment Advisors
Michigan
$1.2M
DAM
1038
Deltec Asset Management
New York
$1.19M
CAMG
1039
CWA Asset Management Group
Florida
$1.19M
CGA
1040
Channing Global Advisors
Florida
$1.19M
SFP
1041
Shepherd Financial Partners
Massachusetts
$1.18M
EP
1042
Edgestream Partners
New Jersey
$1.17M
ST
1043
Sageworth Trust
Pennsylvania
$1.17M
LS
1044
Livforsakringsbolaget Skandia
Sweden
$1.17M
Members Trust
1045
Members Trust
Florida
$1.16M
CSP
1046
Cary Street Partners
Virginia
$1.15M
CAM
1047
Congress Asset Management
Massachusetts
$1.15M
C
1048
Certuity
Florida
$1.15M
PWM
1049
Palumbo Wealth Management
New York
$1.15M
PPWP
1050
Premier Path Wealth Partners
New Jersey
$1.14M