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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
HWP
1926
Highline Wealth Partners
California
$21K
MSWM
1927
Mowery & Schoenfeld Wealth Management
Illinois
$20.9K
FIM
1928
FWL Investment Management
Texas
$20.9K
AWM
1929
Activest Wealth Management
Florida
$20.9K
VWA
1930
Valued Wealth Advisors
Utah
$20.7K
BL
1931
BFSG LLC
California
$20.4K
SIC
1932
SJS Investment Consulting
Ohio
$19K
FGAM
1933
Financial Gravity Asset Management
Texas
$18.3K
IRC
1934
Investors Research Corp
Georgia
$18K
BGA
1935
Battery Global Advisors
Massachusetts
$17.7K
DMIC
1936
Dixon Mitchell Investment Counsel
British Columbia, Canada
$17.5K
APM
1937
Advanced Portfolio Management
New York
$17.5K
MAM
1938
Marquette Asset Management
Minnesota
$17.5K
GTAM
1939
Global Trust Asset Management
Florida
$17K
AW
1940
Avion Wealth
Texas
$17K
FC
1941
Fairscale Capital
New Hampshire
$15.6K
WPA
1942
Wealth Preservation Advisors
Tennessee
$15.6K
RWM
1943
Rialto Wealth Management
New York
$15.1K
BFS
1944
Bare Financial Services
Pennsylvania
$15.1K
KG
1945
Kilter Group
New York
$14.6K
LWMI
1946
Legacy Wealth Management (Idaho)
Idaho
$14.6K
CT
1947
Coastline Trust
Rhode Island
$14.6K
HNW
1948
High Note Wealth
Minnesota
$14.6K
GA
1949
Guerra Advisors
Florida
$14.6K
RTL
1950
Red Tortoise LLC
Georgia
$14.5K