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
MSWA
1901
Marshall & Sterling Wealth Advisors
New York
$31.1K
AWM
1902
Abound Wealth Management
Tennessee
$29.8K
NWM
1903
Nova Wealth Management
Florida
$29.5K
JSAM
1904
J. Safra Asset Management
New York
$29.2K
SWIM
1905
Smallwood Wealth Investment Management
New Jersey
$29.2K
PWMG
1906
Private Wealth Management Group
New Jersey
$28.7K
NWMP
1907
Noble Wealth Management PBC
Colorado
$28.7K
CAM
1908
Clarity Asset Management
Iowa
$27.9K
VEA
1909
Virtus ETF Advisers
New York
$27.3K
CCMI
1910
Creative Capital Management Investments
California
$27.3K
OAJ
1911
Ogorek Anthony Joseph
New York
$27K
CVM
1912
Cheviot Value Management
California
$25.7K
MIM
1913
MTM Investment Management
South Carolina
$25.3K
AP
1914
Aspect Partners
Virginia
$24.8K
AIA
1915
Aventus Investment Advisors
Florida
$24.3K
DWM
1916
Dogwood Wealth Management
Kansas
$23.8K
APGDR
1917
Absoluto Partners Gestao de Recursos
Brazil
$23.4K
CCM
1918
Cloud Capital Management
Washington
$22K
GWS
1919
Greykasell Wealth Strategies
California
$21.4K
FLP
1920
Financial Life Planners
Arizona
$21.1K
HBW
1921
Hazlett, Burt & Watson
West Virginia
$21K
HWP
1922
Highline Wealth Partners
California
$21K
MSWM
1923
Mowery & Schoenfeld Wealth Management
Illinois
$20.9K
FIM
1924
FWL Investment Management
Texas
$20.9K
AWM
1925
Activest Wealth Management
Florida
$20.9K