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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
FPW
1726
Flywheel Private Wealth
California
$214K
VBCG
1727
Valley Brook Capital Group
Pennsylvania
$214K
DWM
1728
Daner Wealth Management
Georgia
$213K
FI
1729
FWG Investments
Kentucky
$212K
PAS
1730
Parsonex Advisory Services
Colorado
$212K
MLL
1731
Moody Lynn & Lieberson
Massachusetts
$212K
BOJHT
1732
Bank of Jackson Hole Trust
Wyoming
$212K
PE
1733
Point72 Europe
United Kingdom
$211K
CCA
1734
Catalyst Capital Advisors
New York
$211K
WB
1735
West Bancorporation
Iowa
$211K
BW
1736
BIP Wealth
Georgia
$210K
MBT
1737
Montecito Bank & Trust
California
$210K
GA
1738
Greenspring Advisors
Maryland
$209K
LSPW
1739
Lake Street Private Wealth
Illinois
$208K
OC
1740
Oarsman Capital
Wisconsin
$207K
TCBWMS
1741
Texas Capital Bank Wealth Management Services
Texas
$207K
TWM
1742
Tanager Wealth Management
United Kingdom
$207K
TC
1743
TFR Capital
Texas
$206K
IWM
1744
Integris Wealth Management
California
$205K
OFW
1745
Omnia Family Wealth
Florida
$205K
HPA
1746
High Probability Advisors
New York
$204K
FAN
1747
Financial Advisors Network
California
$203K
MWA
1748
Motive Wealth Advisors
Michigan
$202K
KFA
1749
Kapstone Financial Advisors
Ohio
$202K
ML
1750
McAdam LLC
Pennsylvania
$202K