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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
JIC
1426
Joel Isaacson & Co
New York
$420K
OFS
1427
OneAscent Financial Services
Alabama
$418K
LW
1428
Linscomb Wealth
Texas
$418K
CA
1429
Centerpoint Advisors
Massachusetts
$418K
RWM
1430
Revisor Wealth Management
Ohio
$418K
PJWM
1431
Philip James Wealth Mangement
Georgia
$417K
NL
1432
NWAM LLC
Washington
$416K
FC
1433
Financial Consulate
Maryland
$416K
DBRC
1434
D.B. Root & Company
Pennsylvania
$416K
MPM
1435
Meritage Portfolio Management
Kansas
$416K
RZH
1436
Relyea Zuckerberg Hanson
Connecticut
$414K
WAM
1437
Wakefield Asset Management
Colorado
$414K
PHS
1438
Pekin Hardy Strauss
Illinois
$413K
DCM
1439
Dudley Capital Management
Virginia
$413K
DOA
1440
D'Orazio & Associates
Virginia
$411K
MCM
1441
Manchester Capital Management
Vermont
$409K
ACIM
1442
Azimuth Capital Investment Management
Michigan
$409K
OF
1443
Optimize Financial
California
$408K
LA
1444
LM Advisors
California
$406K
OP
1445
ORG Partners
Indiana
$406K
CF
1446
Convergence Financial
Missouri
$405K
EFG
1447
Elm3 Financial Group
Georgia
$404K
DT
1448
Diversified Trust
Tennessee
$404K
CG
1449
Cynosure Group
Utah
$403K
AA
1450
Armis Advisers
Georgia
$403K