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
TCOT
1626
Trust Company of Toledo
Ohio
$254K
FP
1627
Financial Perspectives
Minnesota
$253K
CPA
1628
Capital Performance Advisors
California
$251K
MTC
1629
McDaniel Terry & Co
Texas
$251K
SLA
1630
Silver Lake Advisory
Utah
$250K
DE
1631
Diversified Enterprises
Delaware
$249K
FA
1632
FDx Advisors
Illinois
$249K
WF
1633
Wayfinding Financial
Washington
$249K
GF
1634
GGM Financials
Ohio
$248K
CMBA
1635
C.M. Bidwell & Associates
Hawaii
$247K
CFP
1636
Cascade Financial Partners
California
$247K
ATS
1637
Ashton Thomas Securities
New York
$247K
TTWM
1638
TCV Trust & Wealth Management
Virginia
$247K
LSL
1639
Legacy Solutions LLC
Pennsylvania
$247K
TIA
1640
Traphagen Investment Advisors
New Jersey
$246K
II
1641
Impact Investors
California
$246K
CA
1642
CoreCap Advisors
Michigan
$244K
LWMM
1643
Legacy Wealth Management (Mississippi)
Mississippi
$243K
MIM
1644
Marco Investment Management
Georgia
$243K
LSV Asset Management
1645
LSV Asset Management
Illinois
$243K
RWP
1646
Revolve Wealth Partners
New Jersey
$243K
1WM
1647
1858 Wealth Management
Ohio
$241K
CAM
1648
Claret Asset Management
Quebec, Canada
$241K
NB
1649
Nicolet Bankshares
Wisconsin
$241K
FOA
1650
Five Oceans Advisors
California
$240K