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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
RIA
1051
Regal Investment Advisors
Michigan
$1.2M
DAM
1052
Deltec Asset Management
New York
$1.19M
CAMG
1053
CWA Asset Management Group
Florida
$1.19M
CGA
1054
Channing Global Advisors
Florida
$1.19M
SFP
1055
Shepherd Financial Partners
Massachusetts
$1.18M
EP
1056
Edgestream Partners
New Jersey
$1.17M
ST
1057
Sageworth Trust
Pennsylvania
$1.17M
LS
1058
Livforsakringsbolaget Skandia
Sweden
$1.17M
Members Trust
1059
Members Trust
Florida
$1.16M
CSP
1060
Cary Street Partners
Virginia
$1.15M
CAM
1061
Congress Asset Management
Massachusetts
$1.15M
C
1062
Certuity
Florida
$1.15M
PWM
1063
Palumbo Wealth Management
New York
$1.15M
PPWP
1064
Premier Path Wealth Partners
New Jersey
$1.14M
SAI
1065
Savvy Advisors Inc
New York
$1.13M
NGA
1066
Naples Global Advisors
Florida
$1.13M
AC
1067
Avestar Capital
New York
$1.13M
PA
1068
Procyon Advisors
Connecticut
$1.12M
RAM
1069
Ramirez Asset Management
New York
$1.12M
PAM
1070
Panagora Asset Management
Massachusetts
$1.11M
GA
1071
GSG Advisors
New Jersey
$1.11M
HCM
1072
Howard Capital Management
Georgia
$1.1M
BWP
1073
Barlow Wealth Partners
Kentucky
$1.1M
HR
1074
Howe & Rusling
New York
$1.1M
AF
1075
Advisornet Financial
Minnesota
$1.09M