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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
WMA
1401
West Michigan Advisors
Michigan
$450K
XF
1402
XML Financial
Maryland
$448K
SCA
1403
Stokes Capital Advisors
South Carolina
$448K
PWMG
1404
Prestige Wealth Management Group
New Jersey
$448K
AFT
1405
Alpha Family Trust
California
$448K
PCA
1406
Purkiss Capital Advisors
Connecticut
$448K
GWP
1407
Gen-Wealth Partners
Michigan
$445K
TWM
1408
Topsail Wealth Management
North Carolina
$444K
SB
1409
Strategic Blueprint
Georgia
$443K
GBT
1410
Grove Bank & Trust
Florida
$441K
RP
1411
Riverwater Partners
Wisconsin
$439K
TFP
1412
Tilia Fiduciary Partners
North Carolina
$436K
CAMV
1413
Concord Asset Management (Virginia)
Virginia
$435K
SW
1414
SVB Wealth
Massachusetts
$431K
HCMG
1415
Howard Capital Management Group
California
$430K
MSS
1416
Mitchell Sinkler & Starr
Pennsylvania
$429K
AT
1417
Avalon Trust
New Mexico
$427K
SF
1418
Symphony Financial
Texas
$427K
MGIA
1419
Matthew Goff Investment Advisor
Texas
$425K
OL
1420
OneFund LLC
Florida
$425K
NAG
1421
Northstar Advisory Group
New Jersey
$424K
SIM
1422
Sentry Investment Management
Wisconsin
$424K
ARMT
1423
Amica Retiree Medical Trust
Rhode Island
$424K
AIA
1424
AssuredPartners Investment Advisors
Florida
$422K
FNWM
1425
Financial Network Wealth Management
Utah
$420K