SPGI icon

S&P Global

2,023 hedge funds and large institutions have $126B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 773 increasing their positions, 757 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,023
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 +$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
SMC
1551
Smith, Moore & Co
Missouri
$303K
GAA
1552
Global Assets Advisory
Florida
$303K
CIA
1553
Compass Ion Advisors
Pennsylvania
$303K
IP
1554
Isthmus Partners
Wisconsin
$303K
BC
1555
Burney Company
Virginia
$302K
TWP
1556
Tyche Wealth Partners
Texas
$301K
AO
1557
Advisor OS
Illinois
$301K
VA
1558
Valmark Advisers
Ohio
$301K
SHGA
1559
Sand Hill Global Advisors
California
$301K
CFG
1560
Carr Financial Group
Massachusetts
$300K
EL
1561
EWA LLC
Pennsylvania
$300K
BWS
1562
Broadway Wealth Solutions
Texas
$299K
WLIM
1563
White Lighthouse Investment Management
Massachusetts
$298K
EGWAG
1564
Elwood & Goetz Wealth Advisory Group
Georgia
$298K
FPGK
1565
Financial Partners Group (Kansas)
Kansas
$298K
CB
1566
Community Bank
New York
$296K
PL
1567
Plancorp LLC
Missouri
$294K
MMCM
1568
Murphy & Mullick Capital Management
New York
$293K
CWA
1569
Canvas Wealth Advisors
Kansas
$293K
TFM
1570
TFC Financial Management
Massachusetts
$293K
IFS
1571
Ifrah Financial Services
Arkansas
$292K
PAM
1572
Paradigm Asset Management
New York
$292K
V
1573
VeraBank
Texas
$291K
GC
1574
Grimes & Company
Massachusetts
$290K
CMP
1575
Courage Miller Partners
Virginia
$290K