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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
LW
1426
Linscomb Wealth
Texas
$418K
CA
1427
Centerpoint Advisors
Massachusetts
$418K
RWM
1428
Revisor Wealth Management
Ohio
$418K
PJWM
1429
Philip James Wealth Mangement
Georgia
$417K
NL
1430
NWAM LLC
Washington
$416K
FC
1431
Financial Consulate
Maryland
$416K
DBRC
1432
D.B. Root & Company
Pennsylvania
$416K
MPM
1433
Meritage Portfolio Management
Kansas
$416K
RZH
1434
Relyea Zuckerberg Hanson
Connecticut
$414K
WAM
1435
Wakefield Asset Management
Colorado
$414K
PHS
1436
Pekin Hardy Strauss
Illinois
$413K
DCM
1437
Dudley Capital Management
Virginia
$413K
DOA
1438
D'Orazio & Associates
Virginia
$411K
MCM
1439
Manchester Capital Management
Vermont
$409K
ACIM
1440
Azimuth Capital Investment Management
Michigan
$409K
OF
1441
Optimize Financial
California
$408K
LA
1442
LM Advisors
California
$406K
OP
1443
ORG Partners
Indiana
$406K
CF
1444
Convergence Financial
Missouri
$405K
EFG
1445
Elm3 Financial Group
Georgia
$404K
DT
1446
Diversified Trust
Tennessee
$404K
CG
1447
Cynosure Group
Utah
$403K
AA
1448
Armis Advisers
Georgia
$403K
PGCM
1449
Prescott Group Capital Management
Oklahoma
$402K
GKFF
1450
George Kaiser Family Foundation
Oklahoma
$402K