SPGI icon

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
EWM
1776
Evermay Wealth Management
Virginia
$163K
SNB
1777
Security National Bank
Nebraska
$163K
YDMI
1778
Y.D. More Investments
Israel
$162K
SP
1779
Saranac Partners
$161K
CT
1780
Clearstead Trust
Maine
$159K
CA
1781
Crewe Advisors
Utah
$157K
AAS
1782
Ameritas Advisory Services
Nebraska
$155K
AGWCA
1783
Annis Gardner Whiting Capital Advisors
Florida
$154K
AA
1784
Addison Advisors
Vermont
$154K
GCM
1785
Goldstream Capital Management
Hong Kong
$150K
HWM
1786
Hemington Wealth Management
Virginia
$148K
HWM
1787
HighMark Wealth Management
Minnesota
$146K
WB
1788
Webster Bank
Connecticut
$139K
PGAM
1789
Princeton Global Asset Management
New Jersey
$138K
DFA
1790
DHJJ Financial Advisors
Illinois
$137K
HNB
1791
Hilltop National Bank
Wyoming
$135K
WA
1792
WPG Advisers
Maryland
$133K
CIAM
1793
Caitong International Asset Management
Hong Kong
$132K
FNWA
1794
Financial Network Wealth Advisors
Utah
$126K
EPAM
1795
Evelyn Partners Asset Management
$125K
AT
1796
Arlington Trust
Alabama
$123K
FMP
1797
Financial Management Professionals
Texas
$120K
BGAI
1798
Bruce G. Allen Investments
Colorado
$120K
OA
1799
Operose Advisors
Wisconsin
$119K
YP
1800
YANKCOM Partnership
South Dakota
$117K