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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
CSPIA
1026
Cary Street Partners Investment Advisory
Virginia
$1.3M
RIL
1027
Rothschild Investment LLC
Illinois
$1.3M
TWM
1028
Thrive Wealth Management
Pennsylvania
$1.3M
BTI
1029
Blue Trust Inc
Georgia
$1.3M
AFG
1030
Atomi Financial Group
New York
$1.3M
BRWA
1031
B. Riley Wealth Advisors
Florida
$1.29M
FLPIM
1032
F.L. Putnam Investment Management
Massachusetts
$1.29M
GRP
1033
Global Retirement Partners
California
$1.28M
PDL
1034
Portfolio Design Labs
California
$1.27M
MHC
1035
Meyer Handelman Company
New York
$1.27M
EI
1036
Ellevest Inc
New York
$1.27M
IIM
1037
Intact Investment Management
Quebec, Canada
$1.27M
HIIFS
1038
Harel Insurance Investments & Financial Services
Israel
$1.26M
AF
1039
Allworth Financial
California
$1.25M
AWP
1040
Accretive Wealth Partners
New Jersey
$1.24M
SFO
1041
Stenger Family Office
Illinois
$1.24M
OIS
1042
Okabena Investment Services
Minnesota
$1.23M
TP
1043
Tranquility Partners
Tennessee
$1.23M
HBT
1044
Heartland Bank & Trust
Illinois
$1.23M
PWPS
1045
Pinnacle Wealth Planning Services
Ohio
$1.22M
SAG
1046
SageView Advisory Group
California
$1.22M
MFGM
1047
Marshall Financial Group (Maryland)
Maryland
$1.22M
NWMG
1048
National Wealth Management Group
Ohio
$1.21M
EWM
1049
EPG Wealth Management
Georgia
$1.2M
SC
1050
Stance Capital
Massachusetts
$1.2M