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S&P Global

2,023 hedge funds and large institutions have $126B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 772 increasing their positions, 758 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,023
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 +$502M
2 +$303M
3 +$290M
4
Squarepoint
Squarepoint
New York
+$178M
5
Holocene Advisors
Holocene Advisors
New York
+$165M

Top Sellers

1 -$807M
2 -$580M
3 -$449M
4
UBS AM
UBS AM
Illinois
-$325M
5
Amundi
Amundi
France
-$275M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1826
Chilton Capital Management
Texas
$73K
AFG
1827
Albion Financial Group
Utah
$73K
EWP
1828
Elevation Wealth Partners
California
$71.5K
CYG
1829
Clean Yield Group
Vermont
$71.1K
ITIM
1830
Indiana Trust & Investment Management
Indiana
$70.6K
WIM
1831
Westside Investment Management
California
$70.3K
JWA
1832
JFS Wealth Advisors
Pennsylvania
$70.1K
AIC
1833
Archer Investment Corporation
Indiana
$68.7K
SS
1834
Sunbelt Securities
Texas
$67K
STB
1835
S&T Bank
Pennsylvania
$63.8K
DIP
1836
DT Investment Partners
Pennsylvania
$62.8K
SGK
1837
Steigerwald Gordon & Koch
Virginia
$62.3K
FFO
1838
Fortitude Family Office
Arizona
$61.8K
MFC
1839
Mechanics Financial Corp
Ohio
$60.8K
JFA
1840
JNBA Financial Advisors
Minnesota
$59.9K
CGA
1841
Compound Global Advisors
Washington
$59.4K
RFS
1842
Richardson Financial Services
Massachusetts
$58.9K
LI
1843
LRI Investments
Florida
$57.8K
MTIC
1844
Missouri Trust & Investment Company
Missouri
$56K
PH
1845
Pinnacle Holdings
Oklahoma
$56K
SHM
1846
Sagard Holdings Management
Ontario, Canada
$55.5K
UFPG
1847
United Financial Planning Group
New York
$55.5K
FFA
1848
Frazier Financial Advisors
Ohio
$54.6K
HCM
1849
Hollencrest Capital Management
California
$54K
CIAS
1850
CBIZ Investment Advisory Services
Ohio
$53.6K