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S&P Global

2,038 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, 779 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: 87.43%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
2,038
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
OC
1776
Oakworth Capital
Alabama
$167K
DJSG
1777
D.J. St. Germain
Massachusetts
$165K
SWA
1778
SOA Wealth Advisors
New York
$164K
IFU
1779
iSAM Funds (UK)
United Kingdom
$164K
SNB
1780
Security National Bank
Nebraska
$163K
EWM
1781
Evermay Wealth Management
Virginia
$163K
YDMI
1782
Y.D. More Investments
Israel
$162K
SP
1783
Saranac Partners
$161K
CT
1784
Clearstead Trust
Maine
$159K
CA
1785
Crewe Advisors
Utah
$157K
AAS
1786
Ameritas Advisory Services
Nebraska
$155K
AGWCA
1787
Annis Gardner Whiting Capital Advisors
Florida
$154K
AA
1788
Addison Advisors
Vermont
$154K
GCM
1789
Goldstream Capital Management
Hong Kong
$150K
HWM
1790
Hemington Wealth Management
Virginia
$148K
HWM
1791
HighMark Wealth Management
Minnesota
$146K
WB
1792
Webster Bank
Connecticut
$139K
PGAM
1793
Princeton Global Asset Management
New Jersey
$138K
DFA
1794
DHJJ Financial Advisors
Illinois
$137K
HNB
1795
Hilltop National Bank
Wyoming
$135K
WA
1796
WPG Advisers
Maryland
$133K
CIAM
1797
Caitong International Asset Management
Hong Kong
$132K
FNWA
1798
Financial Network Wealth Advisors
Utah
$126K
EPAM
1799
Evelyn Partners Asset Management
$125K
AT
1800
Arlington Trust
Alabama
$123K