SPGI icon

S&P Global

2,007 hedge funds and large institutions have $126B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 764 increasing their positions, 749 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,007
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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 +$502M
2 +$303M
3 +$290M
4
Squarepoint
Squarepoint
New York
+$178M
5
Holocene Advisors
Holocene Advisors
New York
+$165M

Top Sellers

1 -$807M
2 -$580M
3 -$449M
4
UBS AM
UBS AM
Illinois
-$325M
5
Amundi
Amundi
France
-$275M
Name Holding Trade Value Shares
Change
Change in
Stake
UOC
1526
University of Chicago
Illinois
$316K
MWM
1527
Mattern Wealth Management
Kansas
$316K
CPA
1528
Capital Planning Advisors
California
$316K
IFA
1529
Index Fund Advisors
California
$314K
SVWAG
1530
Sound View Wealth Advisors Group
Georgia
$314K
RBC
1531
Romano Brothers & Co
Illinois
$312K
RIM
1532
Reliant Investment Management
Tennessee
$311K
BIA
1533
Benchmark Investment Advisors
Illinois
$311K
1WA
1534
180 Wealth Advisors
Washington
$308K
BCG
1535
Breakwater Capital Group
New Jersey
$307K
VC
1536
Veracity Capital
Georgia
$305K
JMFC
1537
J.M. Forbes & Co
Massachusetts
$305K
SMC
1538
Smith, Moore & Co
Missouri
$303K
GAA
1539
Global Assets Advisory
Florida
$303K
CIA
1540
Compass Ion Advisors
Pennsylvania
$303K
IP
1541
Isthmus Partners
Wisconsin
$303K
BC
1542
Burney Company
Virginia
$302K
TWP
1543
Tyche Wealth Partners
Texas
$301K
AO
1544
Advisor OS
Illinois
$301K
VA
1545
Valmark Advisers
Ohio
$301K
SHGA
1546
Sand Hill Global Advisors
California
$301K
CFG
1547
Carr Financial Group
Massachusetts
$300K
EL
1548
EWA LLC
Pennsylvania
$300K
BWS
1549
Broadway Wealth Solutions
Texas
$299K
WLIM
1550
White Lighthouse Investment Management
Massachusetts
$298K