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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
SIM
1601
Stratos Investment Management
Ohio
$276K
EW
1602
Elyxium Wealth
California
$275K
MA
1603
MONECO Advisors
Connecticut
$274K
MA
1604
MJP Associates
Connecticut
$273K
ACA
1605
Affinity Capital Advisors
California
$273K
EWS
1606
Eagle Wealth Strategies
New Jersey
$273K
FWIA
1607
Fort Washington Investment Advisors
Ohio
$273K
CMF
1608
Counterpoint Mutual Funds
California
$273K
OAM
1609
Occidental Asset Management
California
$272K
HAS
1610
HBW Advisory Services
California
$270K
NWAG
1611
Net Worth Advisory Group
Utah
$268K
AFA
1612
AA Financial Advisors
Ohio
$268K
A
1613
AlphaQuest
New York
$268K
WHCI
1614
W.H. Cornerstone Investments
Massachusetts
$268K
CWM
1615
Compass Wealth Management
Connecticut
$268K
IWP
1616
Innova Wealth Partners
Pennsylvania
$267K
Koshinski Asset Management
1617
Koshinski Asset Management
Illinois
$267K
Acadian Asset Management
1618
Acadian Asset Management
Massachusetts
$267K
FA
1619
Financial Alternatives
California
$267K
CCM
1620
Cinctive Capital Management
New York
$267K
AWE
1621
Avidian Wealth Enterprises
Texas
$266K
SDWMA
1622
Schneider Downs Wealth Management Advisors
Pennsylvania
$266K
HA
1623
Huntleigh Advisors
Missouri
$265K
AFP
1624
Ausdal Financial Partners
Iowa
$264K
MIM
1625
Meridiem Investment Management
United Kingdom
$263K