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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
SWA
1501
Sax Wealth Advisors
New Jersey
$356K
SEIA
1502
Signature Estate & Investment Advisors
California
$355K
G
1503
Gainplan
Michigan
$355K
SGI
1504
Summit Global Investments
Utah
$352K
HFM
1505
Hartford Funds Management
Pennsylvania
$351K
NW
1506
Naviter Wealth
Arkansas
$350K
GCM
1507
Graham Capital Management
Connecticut
$348K
AAA
1508
AG Asset Advisory
California
$348K
C
1509
Covestor
United Kingdom
$347K
PTC
1510
Philadelphia Trust Company
Pennsylvania
$346K
SRC
1511
Shufro Rose & Co
New York
$346K
LCM
1512
LVM Capital Management
Michigan
$344K
AA
1513
Acorns Advisers
California
$344K
AWA
1514
AGH Wealth Advisors
Kansas
$343K
ACA
1515
Anchor Capital Advisors
Massachusetts
$343K
ACM
1516
Avalon Capital Management
California
$343K
NB
1517
Northwest Bancshares
Pennsylvania
$342K
WFA
1518
Wellspring Financial Advisors
Ohio
$342K
BCFD
1519
Boit C.F. David
$341K
CBB
1520
Citizens Business Bank
California
$341K
GDP
1521
Great Diamond Partners
Maine
$339K
PWP
1522
Phillips Wealth Planners
Mississippi
$338K
AWM
1523
Angeles Wealth Management
California
$337K
Wolverine Trading
1524
Wolverine Trading
Illinois
$336K
WA
1525
Wealth Architects
California
$333K