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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
DE
1651
Diversified Enterprises
Delaware
$249K
FA
1652
FDx Advisors
Illinois
$249K
WF
1653
Wayfinding Financial
Washington
$249K
GF
1654
GGM Financials
Ohio
$248K
CMBA
1655
C.M. Bidwell & Associates
Hawaii
$247K
CFP
1656
Cascade Financial Partners
California
$247K
ATS
1657
Ashton Thomas Securities
New York
$247K
TTWM
1658
TCV Trust & Wealth Management
Virginia
$247K
LSL
1659
Legacy Solutions LLC
Pennsylvania
$247K
TIA
1660
Traphagen Investment Advisors
New Jersey
$246K
II
1661
Impact Investors
California
$246K
CA
1662
CoreCap Advisors
Michigan
$244K
MIM
1663
Marco Investment Management
Georgia
$243K
LWMM
1664
Legacy Wealth Management (Mississippi)
Mississippi
$243K
LSV Asset Management
1665
LSV Asset Management
Illinois
$243K
RWP
1666
Revolve Wealth Partners
New Jersey
$243K
1WM
1667
1858 Wealth Management
Ohio
$241K
CAM
1668
Claret Asset Management
Quebec, Canada
$241K
NB
1669
Nicolet Bankshares
Wisconsin
$241K
FOA
1670
Five Oceans Advisors
California
$240K
PGA
1671
Portland Global Advisors
Maine
$239K
SL
1672
Sentinus LLC
Illinois
$239K
SEA
1673
Stegent Equity Advisors
Texas
$239K
LWM
1674
LeConte Wealth Management
Tennessee
$239K
DIM
1675
Delta Investment Management
California
$239K