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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
CWP
1326
Concord Wealth Partners
Virginia
$525K
QC
1327
Quent Capital
New York
$524K
SDAM
1328
Shulman DeMeo Asset Management
New York
$524K
HL
1329
HeadInvest LLC
Maine
$522K
WA
1330
Waddell & Associates
Tennessee
$521K
EFG
1331
Embree Financial Group
Illinois
$520K
UCB
1332
United Community Bank
South Carolina
$517K
SWM
1333
SeaCrest Wealth Management
New York
$515K
PFA
1334
Plotkin Financial Advisors
Maryland
$514K
Parallax Volatility Advisers
1335
Parallax Volatility Advisers
California
$514K
CP
1336
Clarendon Private
Massachusetts
$513K
PWG
1337
Portside Wealth Group
Utah
$510K
PWMAG
1338
Pinnacle Wealth Management Advisory Group
New Jersey
$508K
MCI
1339
MRP Capital Investments
Georgia
$508K
SPC
1340
Sigma Planning Corp
Michigan
$505K
DFCM
1341
Dark Forest Capital Management
Puerto Rico
$502K
EPIME
1342
Evelyn Partners Investment Management (Europe)
$500K
RPWA
1343
Regent Peak Wealth Advisors
Georgia
$499K
IAS
1344
Insigneo Advisory Services
Florida
$499K
AWM
1345
Ameliora Wealth Management
Switzerland
$499K
CIM
1346
Cambria Investment Management
California
$499K
FNBTCON
1347
First National Bank & Trust Co of Newtown
Pennsylvania
$499K
HIP
1348
Harrell Investment Partners
Texas
$499K
RSS
1349
Rosenblum Silverman Sutton
California
$498K
ACM
1350
Ayrshire Capital Management
Connecticut
$498K