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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
OWA
1126
Outlook Wealth Advisors
Texas
$951K
PP
1127
PDS Planning
Ohio
$949K
SP
1128
Stonebrook Private
Michigan
$948K
FFA
1129
First Foundation Advisors
California
$943K
PPWM
1130
Paragon Private Wealth Management
Kentucky
$942K
OM
1131
OV Management
Minnesota
$940K
VFA
1132
Voya Financial Advisors
Connecticut
$939K
SI
1133
Seeds Investor
New York
$938K
RCAG
1134
Rehmann Capital Advisory Group
Michigan
$937K
AC
1135
AlphaCore Capital
California
$937K
BWM
1136
Baron Wealth Management
Michigan
$929K
BWP
1137
BSW Wealth Partners
Colorado
$929K
CPW
1138
Crestmont Private Wealth
Texas
$923K
VFA
1139
Values First Advisors
Tennessee
$923K
SW
1140
SlateStone Wealth
Florida
$921K
EWA
1141
EverSource Wealth Advisors
Alabama
$921K
RS
1142
R Squared
Hong Kong
$918K
RCA
1143
Roberts Capital Advisors
Colorado
$912K
ACM
1144
Advisors Capital Management
New Jersey
$911K
RA
1145
RiverPark Advisors
New York
$908K
WTB
1146
Washington Trust Bank
Washington
$908K
MC
1147
Machina Capital
France
$904K
NCM
1148
Northside Capital Management
Oregon
$904K
QPBE
1149
Quintet Private Bank (Europe)
Luxembourg
$900K
TAM
1150
Trillium Asset Management
Massachusetts
$895K