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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
MWM
1826
Mascoma Wealth Management
New Hampshire
$84.7K
AA
1827
Ancora Advisors
Ohio
$84.4K
GSWM
1828
Golden State Wealth Management
California
$82.9K
JGIA
1829
Jackson Grant Investment Advisers
Connecticut
$81.8K
TC
1830
Truvestments Capital
Florida
$80.8K
HIMS
1831
Hager Investment Management Services
New Hampshire
$79.8K
CNBTD
1832
Citizens National Bank Trust Department
Mississippi
$78.4K
SL
1833
Salomon & Ludwin
Virginia
$77.7K
VFM
1834
Vision Financial Markets
Connecticut
$75.9K
MA
1835
MCF Advisors
Kentucky
$75.8K
MHR
1836
Matthew Hamilton Rosenberg
$74K
TWD
1837
True Wealth Design
Ohio
$73.1K
CCM
1838
Chilton Capital Management
Texas
$73K
AFG
1839
Albion Financial Group
Utah
$73K
EWP
1840
Elevation Wealth Partners
California
$71.5K
CYG
1841
Clean Yield Group
Vermont
$71.1K
ITIM
1842
Indiana Trust & Investment Management
Indiana
$70.6K
WIM
1843
Westside Investment Management
California
$70.3K
JWA
1844
JFS Wealth Advisors
Pennsylvania
$70.1K
AIC
1845
Archer Investment Corporation
Indiana
$68.7K
SS
1846
Sunbelt Securities
Texas
$67K
STB
1847
S&T Bank
Pennsylvania
$63.8K
DIP
1848
DT Investment Partners
Pennsylvania
$62.8K
SGK
1849
Steigerwald Gordon & Koch
Virginia
$62.3K
FFO
1850
Fortitude Family Office
Arizona
$61.8K