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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
MFC
1851
Mechanics Financial Corp
Ohio
$60.8K
JFA
1852
JNBA Financial Advisors
Minnesota
$59.9K
CGA
1853
Compound Global Advisors
Washington
$59.4K
RFS
1854
Richardson Financial Services
Massachusetts
$58.9K
LI
1855
LRI Investments
Florida
$57.8K
MTIC
1856
Missouri Trust & Investment Company
Missouri
$56K
PH
1857
Pinnacle Holdings
Oklahoma
$56K
SHM
1858
Sagard Holdings Management
Ontario, Canada
$55.5K
UFPG
1859
United Financial Planning Group
New York
$55.5K
FFA
1860
Frazier Financial Advisors
Ohio
$54.6K
HCM
1861
Hollencrest Capital Management
California
$54K
CIAS
1862
CBIZ Investment Advisory Services
Ohio
$53.6K
NL
1863
NVWM LLC
Pennsylvania
$53.5K
DCM
1864
Disciplina Capital Management
Tennessee
$53.3K
DI
1865
DAGCO Inc
Ohio
$52.1K
GCGDR
1866
Geo Capital Gestora de Recursos
Brazil
$52K
FWM
1867
FSA Wealth Management
Massachusetts
$51.1K
NMG
1868
New Millennium Group
Utah
$50.6K
ACM
1869
Anfield Capital Management
California
$49.2K
SC
1870
SouthState Corp
Florida
$48.7K
CB
1871
Centennial Bank
Arkansas
$48.7K
WTA
1872
Washington Trust Advisors
Massachusetts
$48.7K
BSB
1873
Bangor Savings Bank
Maine
$48.2K
KSWA
1874
Kathleen S. Wright Associates
Pennsylvania
$48.1K
GWSG
1875
GPS Wealth Strategies Group
Colorado
$47.7K