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S&P Global

2,034 hedge funds and large institutions have $127B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 150 funds opening new positions, 778 increasing their positions, 762 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: 87.43%86.02% (-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
2,034
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
WC
1301
Woodstock Corp
Massachusetts
$558K
HFO
1302
Heritage Family Offices
Arizona
$553K
OPW
1303
Osprey Private Wealth
New York
$552K
LFG
1304
Larson Financial Group
Missouri
$552K
RF
1305
Rossby Financial
Florida
$551K
PL
1306
Perpetual Ltd
Australia
$550K
LFAS
1307
Level Four Advisory Services
Texas
$549K
VAG
1308
VisionPoint Advisory Group
Texas
$549K
CCA
1309
Childress Capital Advisors
Texas
$548K
TAM
1310
Townsend Asset Management
North Carolina
$547K
HWMT
1311
Heritage Wealth Management (Texas)
Texas
$542K
SCP
1312
Sivia Capital Partners
California
$541K
MWM
1313
Modern Wealth Management
Kansas
$538K
NI
1314
Natural Investments
California
$538K
ALA
1315
Atlas Legacy Advisors
California
$538K
ESBC
1316
E.S. Barr & Co
Kentucky
$535K
PFW
1317
Petros Family Wealth
Minnesota
$531K
WCM
1318
Winthrop Capital Management
Indiana
$531K
CBT
1319
CoreFirst Bank & Trust
Kansas
$531K
VVP
1320
Venture Visionary Partners
Ohio
$530K
LAS
1321
LWM Advisory Services
Florida
$529K
OWP
1322
ORG Wealth Partners
Texas
$528K
VCA
1323
Verdence Capital Advisors
Maryland
$528K
CWP
1324
Concord Wealth Partners
Virginia
$525K
QC
1325
Quent Capital
New York
$524K