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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
CAU
1476
Caxton Associates (UK)
$377K
DO
1477
denkapparat Operations
Germany
$377K
MWM
1478
MGB Wealth Management
Texas
$376K
DWM
1479
Destination Wealth Management
California
$374K
BMO
1480
Beck Mack & Oliver
New York
$372K
BB
1481
Busey Bank
Illinois
$371K
SW
1482
Simplicity Wealth
New Jersey
$370K
CWM
1483
Cornerstone Wealth Management
Missouri
$370K
PWS
1484
Peterson Wealth Services
Utah
$370K
SAM
1485
Strategy Asset Managers
California
$369K
WAP
1486
Wealthcare Advisory Partners
Pennsylvania
$368K
PCS
1487
Personal CFO Solutions
New Jersey
$368K
CAM
1488
Cidel Asset Management
Ontario, Canada
$367K
IIC
1489
Integrated Investment Consultants
Michigan
$367K
CSB
1490
City State Bank
Iowa
$366K
VCM
1491
Violich Capital Management
California
$365K
LP
1492
LB Partners
Virginia
$365K
SG
1493
Somerset Group
Minnesota
$365K
HR
1494
Hardy Reed
Mississippi
$365K
MCCA
1495
Mill Creek Capital Advisors
Pennsylvania
$364K
BCM
1496
Bourgeon Capital Management
Connecticut
$363K
EFG
1497
Ethos Financial Group
Pennsylvania
$363K
NRC
1498
New Republic Capital
North Carolina
$357K
SWA
1499
Sax Wealth Advisors
New Jersey
$356K
SEIA
1500
Signature Estate & Investment Advisors
California
$355K