SPGI icon

S&P Global

2,023 hedge funds and large institutions have $126B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 149 funds opening new positions, 772 increasing their positions, 758 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,023
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 +$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
APM
1926
Advanced Portfolio Management
New York
$17.5K
GTAM
1927
Global Trust Asset Management
Florida
$17K
AW
1928
Avion Wealth
Texas
$17K
FC
1929
Fairscale Capital
New Hampshire
$15.6K
WPA
1930
Wealth Preservation Advisors
Tennessee
$15.6K
RWM
1931
Rialto Wealth Management
New York
$15.1K
BFS
1932
Bare Financial Services
Pennsylvania
$15.1K
LWMI
1933
Legacy Wealth Management (Idaho)
Idaho
$14.6K
CT
1934
Coastline Trust
Rhode Island
$14.6K
HNW
1935
High Note Wealth
Minnesota
$14.6K
GA
1936
Guerra Advisors
Florida
$14.6K
RTL
1937
Red Tortoise LLC
Georgia
$14.5K
Q1WB
1938
Quest 10 Wealth Builders
Virginia
$14.4K
PSFG
1939
Park Square Financial Group
Georgia
$14.1K
HFS
1940
Hughes Financial Services
Virginia
$13.8K
CAM
1941
Creekmur Asset Management
Illinois
$13.2K
MFT
1942
Moisand Fitzgerald Tamayo
Florida
$13.1K
CIM
1943
Contravisory Investment Management
Massachusetts
$13.1K
IWM
1944
IMG Wealth Management
Florida
$12.7K
NSIM
1945
North Star Investment Management
Illinois
$12.7K
MAFA
1946
MJT & Associates Financial Advisory
Minnesota
$11.2K
MSG
1947
Main Street Group
Virginia
$11.2K
AS
1948
Altshuler Shaham
Israel
$11.2K
CMA
1949
Cedar Mountain Advisors
Oregon
$10.7K
MPW
1950
MASECO Private Wealth
$10.3K