SPGI icon

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
MFIM
1251
Mesirow Financial Investment Management
Illinois
$671K
SS
1252
SBI Securities
Japan
$670K
MA
1253
Mutual Advisors
Nebraska
$668K
CD
1254
Chapin Davis
Maryland
$663K
TA
1255
TrueWealth Advisors
Alabama
$663K
SIG
1256
Stonegate Investment Group
Alabama
$663K
FAM
1257
Formidable Asset Management
Ohio
$659K
MGIA
1258
Moneta Group Investment Advisors
Missouri
$659K
TPCW
1259
TD Private Client Wealth
New York
$658K
BBWP
1260
Beacon Bridge Wealth Partners
Pennsylvania
$653K
FMWA
1261
Forvis Mazars Wealth Advisors
Missouri
$653K
SFSG
1262
Sound Financial Strategies Group
Mississippi
$652K
BBP
1263
Banco BTG Pactual
Brazil
$652K
LFA
1264
Legacy Financial Advisors
Kentucky
$652K
CCWM
1265
Cassaday & Co Wealth Management
Virginia
$649K
PFBT
1266
Parkside Financial Bank & Trust
Missouri
$647K
WB
1267
WesBanco Bank
West Virginia
$646K
KCM
1268
Kathmere Capital Management
Pennsylvania
$646K
NG
1269
Norden Group
Utah
$644K
LCWP
1270
Legacy Capital Wealth Partners
Arkansas
$643K
FAFN
1271
First Affirmative Financial Network
Colorado
$634K
RCWM
1272
Royal Capital Wealth Management
Indiana
$633K
BOM
1273
Bank of Marin
California
$632K
PWP
1274
Principle Wealth Partners
Connecticut
$626K
HBS
1275
Howard Bailey Securities
Indiana
$625K