SPGI icon

S&P Global

2,007 hedge funds and large institutions have $126B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 764 increasing their positions, 749 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,007
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
73
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
CIM
1926
Contravisory Investment Management
Massachusetts
$13.1K
NSIM
1927
North Star Investment Management
Illinois
$12.7K
IWM
1928
IMG Wealth Management
Florida
$12.7K
MAFA
1929
MJT & Associates Financial Advisory
Minnesota
$11.2K
MSG
1930
Main Street Group
Virginia
$11.2K
AS
1931
Altshuler Shaham
Israel
$11.2K
CMA
1932
Cedar Mountain Advisors
Oregon
$10.7K
MPW
1933
MASECO Private Wealth
$10.3K
TCM
1934
Triumph Capital Management
Colorado
$10.3K
RS
1935
Rakuten Securities
Japan
$10.2K
BHWM
1936
Beaird Harris Wealth Management
Texas
$9.73K
BI
1937
Binnacle Investments
Iowa
$9.73K
TC
1938
Tacita Capital
Ontario, Canada
$9.73K
DPW
1939
DiNuzzo Private Wealth
Pennsylvania
$9.32K
CWM
1940
Copia Wealth Management
Oregon
$9.25K
HWA
1941
Heritage Wealth Advisors
Virginia
$8.76K
GCM
1942
Gables Capital Management
Florida
$8.76K
AEPWM
1943
Atlantic Edge Private Wealth Management
Florida
$8.76K
CTB
1944
Country Trust Bank
Illinois
$8.76K
LFASL
1945
Lugano Financial Advisors SA (LFA)
Switzerland
$8.27K
BLC
1946
Brown, Lisle/Cummings
Rhode Island
$8.27K
HIA
1947
HFM Investment Advisors
New Jersey
$7.79K
AIP
1948
Alexis Investment Partners
Texas
$7.79K
FPB
1949
First PREMIER Bank
South Dakota
$7K
QWM
1950
Quaker Wealth Management
New Jersey
$6.81K