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S&P Global

2,007 hedge funds and large institutions have $126B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 764 increasing their positions, 749 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,007
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
FI
1351
Fosun International
China
$479K
JWCA
1352
J.W. Cole Advisors
Florida
$479K
PMA
1353
Prudent Man Advisors
Illinois
$478K
CFFP
1354
Center for Financial Planning
Michigan
$476K
FB
1355
Fulton Bank
Pennsylvania
$475K
CB
1356
CNB Bank
Pennsylvania
$473K
MWM
1357
Modera Wealth Management
New Jersey
$470K
GFA
1358
Gallagher Fiduciary Advisors
Illinois
$468K
AWA
1359
Arete Wealth Advisors
Illinois
$466K
PFG
1360
PAX Financial Group
Texas
$466K
SLG
1361
Stanley-Laman Group
Pennsylvania
$465K
MAWA
1362
Moss Adams Wealth Advisors
Washington
$465K
CWA
1363
Cornerstone Wealth Advisors
Minnesota
$465K
3IP
1364
3Chopt Investment Partners
Virginia
$465K
AWM
1365
Accel Wealth Management
Iowa
$463K
ZIM
1366
Zacks Investment Management
Illinois
$463K
SL
1367
Summitry LLC
California
$462K
BWP
1368
Balboa Wealth Partners
Arizona
$462K
FWA
1369
FSM Wealth Advisors
Ohio
$461K
DAC
1370
Dividend Assets Capital
South Carolina
$460K
4WM
1371
44 Wealth Management
Oregon
$459K
BMCM
1372
Bryn Mawr Capital Management
Pennsylvania
$457K
FFA
1373
Founders Financial Alliance
North Carolina
$454K
SYBT
1374
Stock Yards Bank & Trust
Kentucky
$454K
FIB
1375
First Interstate Bank
Montana
$454K