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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
SSW
1301
Smith Shellnut Wilson
Mississippi
$565K
RDWM
1302
Red Door Wealth Management
Tennessee
$559K
WC
1303
Woodstock Corp
Massachusetts
$558K
HFO
1304
Heritage Family Offices
Arizona
$553K
OPW
1305
Osprey Private Wealth
New York
$552K
LFG
1306
Larson Financial Group
Missouri
$552K
RF
1307
Rossby Financial
Florida
$551K
PL
1308
Perpetual Ltd
Australia
$550K
LFAS
1309
Level Four Advisory Services
Texas
$549K
VAG
1310
VisionPoint Advisory Group
Texas
$549K
CCA
1311
Childress Capital Advisors
Texas
$548K
TAM
1312
Townsend Asset Management
North Carolina
$547K
HWMT
1313
Heritage Wealth Management (Texas)
Texas
$542K
SCP
1314
Sivia Capital Partners
California
$541K
MWM
1315
Modern Wealth Management
Kansas
$538K
NI
1316
Natural Investments
California
$538K
ALA
1317
Atlas Legacy Advisors
California
$538K
ESBC
1318
E.S. Barr & Co
Kentucky
$535K
PFW
1319
Petros Family Wealth
Minnesota
$531K
WCM
1320
Winthrop Capital Management
Indiana
$531K
CBT
1321
CoreFirst Bank & Trust
Kansas
$531K
VVP
1322
Venture Visionary Partners
Ohio
$530K
LAS
1323
LWM Advisory Services
Florida
$529K
OWP
1324
ORG Wealth Partners
Texas
$528K
VCA
1325
Verdence Capital Advisors
Maryland
$528K