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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
FB
1376
Fulton Bank
Pennsylvania
$475K
CB
1377
CNB Bank
Pennsylvania
$473K
MWM
1378
Modera Wealth Management
New Jersey
$470K
GFA
1379
Gallagher Fiduciary Advisors
Illinois
$468K
AWA
1380
Arete Wealth Advisors
Illinois
$466K
PFG
1381
PAX Financial Group
Texas
$466K
SLG
1382
Stanley-Laman Group
Pennsylvania
$465K
MAWA
1383
Moss Adams Wealth Advisors
Washington
$465K
CWA
1384
Cornerstone Wealth Advisors
Minnesota
$465K
3IP
1385
3Chopt Investment Partners
Virginia
$465K
AWM
1386
Accel Wealth Management
Iowa
$463K
ZIM
1387
Zacks Investment Management
Illinois
$463K
SL
1388
Summitry LLC
California
$462K
BWP
1389
Balboa Wealth Partners
Arizona
$462K
FWA
1390
FSM Wealth Advisors
Ohio
$461K
DAC
1391
Dividend Assets Capital
South Carolina
$460K
4WM
1392
44 Wealth Management
Oregon
$459K
BMCM
1393
Bryn Mawr Capital Management
Pennsylvania
$457K
FFA
1394
Founders Financial Alliance
North Carolina
$454K
SYBT
1395
Stock Yards Bank & Trust
Kentucky
$454K
FIB
1396
First Interstate Bank
Montana
$454K
WWM
1397
Wolff Wiese Magana
California
$454K
LI
1398
Lafayette Investments
Maryland
$453K
FG
1399
Fiduciary Group
Georgia
$453K
TF
1400
Tenon Financial
New Jersey
$452K