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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
BIA
1551
Benchmark Investment Advisors
Illinois
$311K
1WA
1552
180 Wealth Advisors
Washington
$308K
BCG
1553
Breakwater Capital Group
New Jersey
$307K
VC
1554
Veracity Capital
Georgia
$305K
JMFC
1555
J.M. Forbes & Co
Massachusetts
$305K
SMC
1556
Smith, Moore & Co
Missouri
$303K
GAA
1557
Global Assets Advisory
Florida
$303K
CIA
1558
Compass Ion Advisors
Pennsylvania
$303K
IP
1559
Isthmus Partners
Wisconsin
$303K
BC
1560
Burney Company
Virginia
$302K
TWP
1561
Tyche Wealth Partners
Texas
$301K
AO
1562
Advisor OS
Illinois
$301K
VA
1563
Valmark Advisers
Ohio
$301K
SHGA
1564
Sand Hill Global Advisors
California
$301K
CFG
1565
Carr Financial Group
Massachusetts
$300K
EL
1566
EWA LLC
Pennsylvania
$300K
BWS
1567
Broadway Wealth Solutions
Texas
$299K
WLIM
1568
White Lighthouse Investment Management
Massachusetts
$298K
EGWAG
1569
Elwood & Goetz Wealth Advisory Group
Georgia
$298K
FPGK
1570
Financial Partners Group (Kansas)
Kansas
$298K
VCM
1571
Virtue Capital Management
Tennessee
$296K
CB
1572
Community Bank
New York
$296K
PL
1573
Plancorp LLC
Missouri
$294K
MMCM
1574
Murphy & Mullick Capital Management
New York
$293K
CWA
1575
Canvas Wealth Advisors
Kansas
$293K