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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
LFAS
1301
Level Four Advisory Services
Texas
$549K
VAG
1302
VisionPoint Advisory Group
Texas
$549K
CCA
1303
Childress Capital Advisors
Texas
$548K
TAM
1304
Townsend Asset Management
North Carolina
$547K
HWMT
1305
Heritage Wealth Management (Texas)
Texas
$542K
SCP
1306
Sivia Capital Partners
California
$541K
MWM
1307
Modern Wealth Management
Kansas
$538K
NI
1308
Natural Investments
California
$538K
ALA
1309
Atlas Legacy Advisors
California
$538K
ESBC
1310
E.S. Barr & Co
Kentucky
$535K
PFW
1311
Petros Family Wealth
Minnesota
$531K
WCM
1312
Winthrop Capital Management
Indiana
$531K
CBT
1313
CoreFirst Bank & Trust
Kansas
$531K
VVP
1314
Venture Visionary Partners
Ohio
$530K
LAS
1315
LWM Advisory Services
Florida
$529K
OWP
1316
ORG Wealth Partners
Texas
$528K
VCA
1317
Verdence Capital Advisors
Maryland
$528K
CWP
1318
Concord Wealth Partners
Virginia
$525K
QC
1319
Quent Capital
New York
$524K
SDAM
1320
Shulman DeMeo Asset Management
New York
$524K
HL
1321
HeadInvest LLC
Maine
$522K
WA
1322
Waddell & Associates
Tennessee
$521K
EFG
1323
Embree Financial Group
Illinois
$520K
UCB
1324
United Community Bank
South Carolina
$517K
SWM
1325
SeaCrest Wealth Management
New York
$515K