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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
TC
1826
Truvestments Capital
Florida
$80.8K
HIMS
1827
Hager Investment Management Services
New Hampshire
$79.8K
CNBTD
1828
Citizens National Bank Trust Department
Mississippi
$78.4K
SL
1829
Salomon & Ludwin
Virginia
$77.7K
VFM
1830
Vision Financial Markets
Connecticut
$75.9K
MA
1831
MCF Advisors
Kentucky
$75.8K
MHR
1832
Matthew Hamilton Rosenberg
$74K
TWD
1833
True Wealth Design
Ohio
$73.1K
CCM
1834
Chilton Capital Management
Texas
$73K
AFG
1835
Albion Financial Group
Utah
$73K
EWP
1836
Elevation Wealth Partners
California
$71.5K
CYG
1837
Clean Yield Group
Vermont
$71.1K
ITIM
1838
Indiana Trust & Investment Management
Indiana
$70.6K
WIM
1839
Westside Investment Management
California
$70.3K
JWA
1840
JFS Wealth Advisors
Pennsylvania
$70.1K
AIC
1841
Archer Investment Corporation
Indiana
$68.7K
SS
1842
Sunbelt Securities
Texas
$67K
STB
1843
S&T Bank
Pennsylvania
$63.8K
DIP
1844
DT Investment Partners
Pennsylvania
$62.8K
SGK
1845
Steigerwald Gordon & Koch
Virginia
$62.3K
FFO
1846
Fortitude Family Office
Arizona
$61.8K
MFC
1847
Mechanics Financial Corp
Ohio
$60.8K
JFA
1848
JNBA Financial Advisors
Minnesota
$59.9K
CGA
1849
Compound Global Advisors
Washington
$59.4K
RFS
1850
Richardson Financial Services
Massachusetts
$58.9K