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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
AWM
1526
Ariadne Wealth Management
California
$331K
BOS
1527
Bank of Stockton
California
$330K
SB
1528
Simmons Bank
Arkansas
$329K
TW
1529
Traveka Wealth
California
$328K
CFSG
1530
Community Financial Services Group
Vermont
$323K
WANY
1531
Wealthspire Advisors (New York)
New York
$321K
MCWA
1532
Meadow Creek Wealth Advisors
Georgia
$321K
SWM
1533
Sculati Wealth Management
Michigan
$320K
SP
1534
Stablepoint Partners
Massachusetts
$318K
SIA
1535
SGL Investment Advisors
Montana
$318K
SIC
1536
Samalin Investment Counsel
New York
$318K
PPW
1537
Pasadena Private Wealth
California
$318K
MHC
1538
May Hill Capital
Massachusetts
$317K
WMA
1539
William Mack & Associates
Michigan
$317K
EA
1540
Eclectic Associates
California
$317K
LOIM
1541
Liberty One Investment Management
Illinois
$317K
ICP
1542
Impact Capital Partners
Colorado
$316K
SMA
1543
Seven Mile Advisory
New Jersey
$316K
UOC
1544
University of Chicago
Illinois
$316K
MWM
1545
Mattern Wealth Management
Kansas
$316K
CPA
1546
Capital Planning Advisors
California
$316K
IFA
1547
Index Fund Advisors
California
$314K
SVWAG
1548
Sound View Wealth Advisors Group
Georgia
$314K
RBC
1549
Romano Brothers & Co
Illinois
$312K
RIM
1550
Reliant Investment Management
Tennessee
$311K