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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
PJSIMP
1151
P.J. Schmidt Investment Management (PJS)
Wisconsin
$892K
TW
1152
TritonPoint Wealth
Maryland
$888K
KP
1153
Keel Point
Alabama
$887K
RCM
1154
Radnor Capital Management
Pennsylvania
$885K
CW
1155
CreativeOne Wealth
Kansas
$883K
LIM
1156
Leavell Investment Management
Alabama
$877K
GCA
1157
Greenwood Capital Associates
South Carolina
$877K
JFGIW
1158
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$872K
GWAM
1159
Guardian Wealth Advisors (Minnesota)
Minnesota
$872K
FWP
1160
Forefront Wealth Partners
Texas
$869K
IIM
1161
Ironwood Investment Management
Massachusetts
$866K
FW
1162
FullCircle Wealth
Texas
$864K
MWP
1163
Meridian Wealth Partners
Pennsylvania
$863K
BFA
1164
Beaumont Financial Advisors
Massachusetts
$860K
BWP
1165
Burling Wealth Partners
Illinois
$859K
BHWM
1166
Bar Harbor Wealth Management
New Hampshire
$855K
SC
1167
Sepio Capital
Utah
$853K
SSCM
1168
Sovereign's Capital Management
Georgia
$851K
ST
1169
Spinnaker Trust
Maine
$848K
MCM
1170
Mendel Capital Management
Arkansas
$845K
PCA
1171
Pallas Capital Advisors
Massachusetts
$844K
TPI
1172
Trust Point Inc
Wisconsin
$843K
SB
1173
Sunflower Bank
Texas
$840K
GAM
1174
Griffin Asset Management
New York
$840K
IWA
1175
Invera Wealth Advisors
Oregon
$840K