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
AI
1676
AXS Investments
New York
$225K
DWM
1677
Darwin Wealth Management
Florida
$225K
S
1678
Sunpointe
Missouri
$224K
CCG
1679
Catalina Capital Group
California
$224K
PIA
1680
Perennial Investment Advisors
California
$224K
HIGP
1681
Hill Investment Group Partners
Missouri
$224K
IA
1682
IFC Advisors
California
$224K
WIM
1683
Warwick Investment Management
Texas
$224K
PWA
1684
Physician Wealth Advisors
Utah
$223K
PFM
1685
Patton Fund Management
Texas
$223K
LI
1686
LVZ Inc
Michigan
$222K
GWANC
1687
Guardian Wealth Advisors (North Carolina)
North Carolina
$221K
DMBA
1688
Deseret Mutual Benefit Administrators
Utah
$221K
MEG
1689
Millstone Evans Group
Colorado
$221K
VBA
1690
von Borstel & Associates
Oregon
$221K
TFS
1691
Thoroughbred Financial Services
Tennessee
$221K
WC
1692
Wynn Capital
Georgia
$221K
TPF
1693
Tribridge Partners Financial
Maryland
$221K
KWA
1694
Kondo Wealth Advisors
California
$220K
RWM
1695
Rench Wealth Management
Texas
$220K
SAI
1696
Systematic Alpha Investments
New Jersey
$220K
APP
1697
Avantax Planning Partners
Iowa
$218K
RA
1698
RFG Advisory
Alabama
$218K
CT
1699
ClearAlpha Technologies
Connecticut
$217K
MNBTD
1700
Moody National Bank Trust Division
Texas
$216K