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S&P Global

2,023 hedge funds and large institutions have $126B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 773 increasing their positions, 757 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,023
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 +$502M
2 +$303M
3 +$290M
4
Squarepoint
Squarepoint
New York
+$178M
5
Holocene Advisors
Holocene Advisors
New York
+$165M

Top Sellers

1 -$807M
2 -$580M
3 -$449M
4
UBS AM
UBS AM
Illinois
-$325M
5
Amundi
Amundi
France
-$275M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1201
Opal Wealth Advisors
New York
$757K
WPW
1202
Waldron Private Wealth
Pennsylvania
$757K
SL
1203
SFM LLC
New Hampshire
$757K
CWM
1204
Circle Wealth Management
New Jersey
$754K
USCWA
1205
U.S. Capital Wealth Advisors
Texas
$753K
SPA
1206
Sherbrooke Park Advisers
New York
$750K
ICP
1207
Interchange Capital Partners
Pennsylvania
$748K
ECA
1208
Elevated Capital Advisors
Utah
$748K
WFI
1209
West Family Investments
California
$747K
HPM
1210
Hoxton Planning & Management
West Virginia
$742K
OHWP
1211
Oak Harbor Wealth Partners
North Carolina
$741K
KIM
1212
Kestra Investment Management
Texas
$736K
NRW
1213
Nova R Wealth
Kansas
$734K
FNBT
1214
FineMark National Bank & Trust
Florida
$733K
OWP
1215
Obermeyer Wealth Partners
Colorado
$732K
AWM
1216
Aprio Wealth Management
Georgia
$732K
NHT
1217
New Hampshire Trust
New Hampshire
$730K
CFM
1218
Catalyst Funds Management
Australia
$730K
MUAMU
1219
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$730K
CAG
1220
Csenge Advisory Group
Florida
$730K
GJWM
1221
Gilliland Jeter Wealth Management
Arkansas
$730K
CCA
1222
Conestoga Capital Advisors
Pennsylvania
$728K
FA
1223
Fedenia Advisers
Wisconsin
$728K
LAM
1224
L2 Asset Management
Massachusetts
$727K
HH
1225
HWG Holdings
Texas
$727K