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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
HIGP
1701
Hill Investment Group Partners
Missouri
$224K
IA
1702
IFC Advisors
California
$224K
WIM
1703
Warwick Investment Management
Texas
$224K
PWA
1704
Physician Wealth Advisors
Utah
$223K
PFM
1705
Patton Fund Management
Texas
$223K
LI
1706
LVZ Inc
Michigan
$222K
GWANC
1707
Guardian Wealth Advisors (North Carolina)
North Carolina
$221K
DMBA
1708
Deseret Mutual Benefit Administrators
Utah
$221K
MEG
1709
Millstone Evans Group
Colorado
$221K
VBA
1710
von Borstel & Associates
Oregon
$221K
TFS
1711
Thoroughbred Financial Services
Tennessee
$221K
WC
1712
Wynn Capital
Georgia
$221K
TPF
1713
Tribridge Partners Financial
Maryland
$221K
KWA
1714
Kondo Wealth Advisors
California
$220K
RWM
1715
Rench Wealth Management
Texas
$220K
SAI
1716
Systematic Alpha Investments
New Jersey
$220K
APP
1717
Avantax Planning Partners
Iowa
$218K
RA
1718
RFG Advisory
Alabama
$218K
CT
1719
ClearAlpha Technologies
Connecticut
$217K
MNBTD
1720
Moody National Bank Trust Division
Texas
$216K
PFA
1721
Pure Financial Advisors
California
$216K
GPI
1722
General Partner Inc
Pennsylvania
$216K
SPP
1723
Single Point Partners
Massachusetts
$215K
CP
1724
Canopy Partners
Ohio
$215K
LWM
1725
Lionshead Wealth Management
New York
$215K