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S&P Global

2,039 hedge funds and large institutions have $127B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 780 increasing their positions, 763 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: 87.45%86.04% (-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
2,039
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
CI
1201
Conning Inc
Connecticut
$775K
1C
1202
111 Capital
France
$774K
CP
1203
Covenant Partners
Tennessee
$769K
IFWM
1204
Institute for Wealth Management
Colorado
$768K
MIM
1205
Moseley Investment Management
Florida
$766K
DLA
1206
Douglas Lane & Associates
New York
$764K
BCM
1207
Boreal Capital Management
Florida
$761K
RWPA
1208
Richard W. Paul & Associates
Michigan
$759K
OWA
1209
Opal Wealth Advisors
New York
$757K
WPW
1210
Waldron Private Wealth
Pennsylvania
$757K
SL
1211
SFM LLC
New Hampshire
$757K
CWM
1212
Circle Wealth Management
New Jersey
$754K
USCWA
1213
U.S. Capital Wealth Advisors
Texas
$753K
SPA
1214
Sherbrooke Park Advisers
New York
$750K
ICP
1215
Interchange Capital Partners
Pennsylvania
$748K
ECA
1216
Elevated Capital Advisors
Utah
$748K
WFI
1217
West Family Investments
California
$747K
HPM
1218
Hoxton Planning & Management
West Virginia
$742K
OHWP
1219
Oak Harbor Wealth Partners
North Carolina
$741K
KIM
1220
Kestra Investment Management
Texas
$736K
NRW
1221
Nova R Wealth
Kansas
$734K
FNBT
1222
FineMark National Bank & Trust
Florida
$733K
OWP
1223
Obermeyer Wealth Partners
Colorado
$732K
AWM
1224
Aprio Wealth Management
Georgia
$732K
NHT
1225
New Hampshire Trust
New Hampshire
$730K