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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
CP
1201
Covenant Partners
Tennessee
$769K
IFWM
1202
Institute for Wealth Management
Colorado
$768K
MIM
1203
Moseley Investment Management
Florida
$766K
DLA
1204
Douglas Lane & Associates
New York
$764K
BCM
1205
Boreal Capital Management
Florida
$761K
RWPA
1206
Richard W. Paul & Associates
Michigan
$759K
OWA
1207
Opal Wealth Advisors
New York
$757K
WPW
1208
Waldron Private Wealth
Pennsylvania
$757K
SL
1209
SFM LLC
New Hampshire
$757K
CWM
1210
Circle Wealth Management
New Jersey
$754K
USCWA
1211
U.S. Capital Wealth Advisors
Texas
$753K
SPA
1212
Sherbrooke Park Advisers
New York
$750K
ICP
1213
Interchange Capital Partners
Pennsylvania
$748K
ECA
1214
Elevated Capital Advisors
Utah
$748K
WFI
1215
West Family Investments
California
$747K
HPM
1216
Hoxton Planning & Management
West Virginia
$742K
OHWP
1217
Oak Harbor Wealth Partners
North Carolina
$741K
KIM
1218
Kestra Investment Management
Texas
$736K
NRW
1219
Nova R Wealth
Kansas
$734K
FNBT
1220
FineMark National Bank & Trust
Florida
$733K
OWP
1221
Obermeyer Wealth Partners
Colorado
$732K
AWM
1222
Aprio Wealth Management
Georgia
$732K
NHT
1223
New Hampshire Trust
New Hampshire
$730K
CFM
1224
Catalyst Funds Management
Australia
$730K
MUAMU
1225
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$730K