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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
VWA
1926
Valued Wealth Advisors
Utah
$20.7K
BL
1927
BFSG LLC
California
$20.4K
SIC
1928
SJS Investment Consulting
Ohio
$19K
FGAM
1929
Financial Gravity Asset Management
Texas
$18.3K
IRC
1930
Investors Research Corp
Georgia
$18K
BGA
1931
Battery Global Advisors
Massachusetts
$17.7K
DMIC
1932
Dixon Mitchell Investment Counsel
British Columbia, Canada
$17.5K
MAM
1933
Marquette Asset Management
Minnesota
$17.5K
APM
1934
Advanced Portfolio Management
New York
$17.5K
GTAM
1935
Global Trust Asset Management
Florida
$17K
AW
1936
Avion Wealth
Texas
$17K
FC
1937
Fairscale Capital
New Hampshire
$15.6K
WPA
1938
Wealth Preservation Advisors
Tennessee
$15.6K
RWM
1939
Rialto Wealth Management
New York
$15.1K
BFS
1940
Bare Financial Services
Pennsylvania
$15.1K
KG
1941
Kilter Group
New York
$14.6K
LWMI
1942
Legacy Wealth Management (Idaho)
Idaho
$14.6K
CT
1943
Coastline Trust
Rhode Island
$14.6K
HNW
1944
High Note Wealth
Minnesota
$14.6K
GA
1945
Guerra Advisors
Florida
$14.6K
RTL
1946
Red Tortoise LLC
Georgia
$14.5K
Q1WB
1947
Quest 10 Wealth Builders
Virginia
$14.4K
PSFG
1948
Park Square Financial Group
Georgia
$14.1K
HFS
1949
Hughes Financial Services
Virginia
$13.8K
CAM
1950
Creekmur Asset Management
Illinois
$13.2K