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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
KWA
1276
Kingswood Wealth Advisors
California
$618K
CPIA
1277
Cornell Pochily Investment Advisors
New York
$617K
KCM
1278
Kendall Capital Management
Maryland
$616K
SF
1279
Synovus Financial
Georgia
$616K
CIC
1280
Carnegie Investment Counsel
Ohio
$613K
HIP
1281
HUB Investment Partners
Texas
$612K
FFO
1282
Fiduciary Family Office
Florida
$612K
HT
1283
Heritage Trust
Oklahoma
$607K
FMLI
1284
Fukoku Mutual Life Insurance
Japan
$604K
NP
1285
Nilsine Partners
Colorado
$604K
JF
1286
Joule Financial
Kentucky
$600K
FWCM
1287
Ferguson Wellman Capital Management
Oregon
$600K
WHG
1288
Westwood Holdings Group
Texas
$595K
ST
1289
Smithfield Trust
Pennsylvania
$594K
CCB
1290
Country Club Bank
Missouri
$590K
SCP
1291
Stamos Capital Partners
California
$589K
GIC
1292
Generali Investments CEE
Czech Republic
$589K
SC
1293
Scratch Capital
Idaho
$589K
SWA
1294
Stratos Wealth Advisors
Ohio
$587K
NHC
1295
Nicholas Hoffman & Company
Georgia
$586K
SIAG
1296
Signet Investment Advisory Group
Rhode Island
$584K
1M
1297
1248 Management
Missouri
$582K
FA
1298
Fiduciary Alliance
South Carolina
$573K
PWM
1299
Paulson Wealth Management
Illinois
$570K
AAMU
1300
AEGON Asset Management (UK)
United Kingdom
$566K