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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
ECM
1351
Element Capital Management
New York
$495K
WSFS
1352
Wilmington Savings Fund Society
Delaware
$494K
OL
1353
Optas LLC
Texas
$494K
PWA
1354
Provenance Wealth Advisors
Florida
$494K
LWL
1355
Leo Wealth LLC
Texas
$494K
1W
1356
1776 Wealth
Georgia
$493K
PWAM
1357
Private Wealth Asset Management
Iowa
$493K
VCM
1358
Versant Capital Management
Arizona
$493K
WIM
1359
Waverton Investment Management
United Kingdom
$487K
JFG
1360
Jefferies Financial Group
New York
$487K
WWM
1361
Waterway Wealth Management
Texas
$487K
GC
1362
Gilbert & Cook
Iowa
$484K
ACP
1363
Argyle Capital Partners
California
$484K
WAG
1364
Wallace Advisory Group
California
$483K
AA
1365
Advisory Alpha
Michigan
$481K
CH
1366
Cromwell Holdings
Wyoming
$480K
AWM
1367
Axxcess Wealth Management
California
$480K
CRI
1368
Colonial River Investments
Virginia
$480K
ECM
1369
Elgethun Capital Management
South Dakota
$479K
FI
1370
Fosun International
China
$479K
JWCA
1371
J.W. Cole Advisors
Florida
$479K
PMA
1372
Prudent Man Advisors
Illinois
$478K
CFFP
1373
Center for Financial Planning
Michigan
$476K
FB
1374
Fulton Bank
Pennsylvania
$475K
CB
1375
CNB Bank
Pennsylvania
$473K