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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
MWM
1376
Modera Wealth Management
New Jersey
$470K
GFA
1377
Gallagher Fiduciary Advisors
Illinois
$468K
AWA
1378
Arete Wealth Advisors
Illinois
$466K
PFG
1379
PAX Financial Group
Texas
$466K
SLG
1380
Stanley-Laman Group
Pennsylvania
$465K
MAWA
1381
Moss Adams Wealth Advisors
Washington
$465K
CWA
1382
Cornerstone Wealth Advisors
Minnesota
$465K
3IP
1383
3Chopt Investment Partners
Virginia
$465K
AWM
1384
Accel Wealth Management
Iowa
$463K
ZIM
1385
Zacks Investment Management
Illinois
$463K
SL
1386
Summitry LLC
California
$462K
BWP
1387
Balboa Wealth Partners
Arizona
$462K
FWA
1388
FSM Wealth Advisors
Ohio
$461K
DAC
1389
Dividend Assets Capital
South Carolina
$460K
4WM
1390
44 Wealth Management
Oregon
$459K
BMCM
1391
Bryn Mawr Capital Management
Pennsylvania
$457K
FFA
1392
Founders Financial Alliance
North Carolina
$454K
SYBT
1393
Stock Yards Bank & Trust
Kentucky
$454K
FIB
1394
First Interstate Bank
Montana
$454K
WWM
1395
Wolff Wiese Magana
California
$454K
LI
1396
Lafayette Investments
Maryland
$453K
FG
1397
Fiduciary Group
Georgia
$453K
TF
1398
Tenon Financial
New Jersey
$452K
WMA
1399
West Michigan Advisors
Michigan
$450K
XF
1400
XML Financial
Maryland
$448K