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S&P Global

2,039 hedge funds and large institutions have $127B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 780 increasing their positions, 763 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: 87.45%86.04% (-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
2,039
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
LWM
1676
LeConte Wealth Management
Tennessee
$239K
DIM
1677
Delta Investment Management
California
$239K
HCM
1678
Hengehold Capital Management
Ohio
$239K
RCP
1679
Rothschild Capital Partners
New York
$238K
GCP
1680
GSA Capital Partners
United Kingdom
$238K
KFI
1681
Key Financial Inc
Pennsylvania
$236K
YWM
1682
Yukon Wealth Management
Kansas
$235K
EFS
1683
Essex Financial Services
Connecticut
$233K
HI
1684
Hendershot Investments
Virginia
$233K
CPBTD
1685
Central Pacific Bank - Trust Division
Hawaii
$233K
PA
1686
PFW Advisors
Georgia
$232K
WCFA
1687
Walkner Condon Financial Advisors
Wisconsin
$232K
NSG
1688
Nalls Sherbakoff Group
Tennessee
$231K
SNBOSD
1689
Security National Bank of So Dak
Iowa
$231K
OIS
1690
OneAscent Investment Solutions
Alabama
$230K
RA
1691
Ruggaard & Associates
Ohio
$230K
UAG
1692
United Advisor Group
Ohio
$230K
SLWA
1693
San Luis Wealth Advisors
California
$229K
LAM
1694
Longboard Asset Management
Arizona
$228K
PB
1695
Pinnacle Bancorp
Nebraska
$227K
PIA
1696
Pinion Investment Advisors
Kansas
$227K
NPFS
1697
Novak & Powell Financial Services
Florida
$227K
LTI
1698
Laffer Tengler Investments
Tennessee
$225K
AI
1699
AXS Investments
New York
$225K
DWM
1700
Darwin Wealth Management
Florida
$225K