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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
HCM
1676
Hengehold Capital Management
Ohio
$239K
RCP
1677
Rothschild Capital Partners
New York
$238K
GCP
1678
GSA Capital Partners
United Kingdom
$238K
KFI
1679
Key Financial Inc
Pennsylvania
$236K
YWM
1680
Yukon Wealth Management
Kansas
$235K
EFS
1681
Essex Financial Services
Connecticut
$233K
HI
1682
Hendershot Investments
Virginia
$233K
CPBTD
1683
Central Pacific Bank - Trust Division
Hawaii
$233K
PA
1684
PFW Advisors
Georgia
$232K
WCFA
1685
Walkner Condon Financial Advisors
Wisconsin
$232K
SNBOSD
1686
Security National Bank of So Dak
Iowa
$231K
OIS
1687
OneAscent Investment Solutions
Alabama
$230K
RA
1688
Ruggaard & Associates
Ohio
$230K
UAG
1689
United Advisor Group
Ohio
$230K
SLWA
1690
San Luis Wealth Advisors
California
$229K
LAM
1691
Longboard Asset Management
Arizona
$228K
PB
1692
Pinnacle Bancorp
Nebraska
$227K
PIA
1693
Pinion Investment Advisors
Kansas
$227K
NPFS
1694
Novak & Powell Financial Services
Florida
$227K
LTI
1695
Laffer Tengler Investments
Tennessee
$225K
AI
1696
AXS Investments
New York
$225K
DWM
1697
Darwin Wealth Management
Florida
$225K
S
1698
Sunpointe
Missouri
$224K
CCG
1699
Catalina Capital Group
California
$224K
PIA
1700
Perennial Investment Advisors
California
$224K