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S&P Global

2,052 hedge funds and large institutions have $127B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 154 funds opening new positions, 786 increasing their positions, 765 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $919M | Put options by funds: $716M

18% more first-time investments, than exits

New positions opened: 154 | Existing positions closed: 130

3% more repeat investments, than reductions

Existing positions increased: 786 | Existing positions reduced: 765

0% less funds holding

Funds holding: 2,0622,052 (-10)

1.4% less ownership

Funds ownership: 87.52%86.13% (-1.4%)

6% less funds holding in top 10

Funds holding in top 10: 8075 (-5)

11% less capital invested

Capital invested by funds: $142B → $127B (-$15.4B)

Holders
2,052
Holders Change
-10
Holders Change %
-0.48%
% of All Funds
26.93%
Holding in Top 10
75
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-6.25%
% of All Funds
0.98%
New
154
Increased
786
Reduced
765
Closed
130
Calls
$919M
Puts
$716M
Net Calls
+$202M
Net Calls Change
-$40.5M
Name Holding Trade Value Shares
Change
Change in
Stake
APM
1951
Advanced Portfolio Management
New York
$17.5K +$19.3K +36 New
MAM
1952
Marquette Asset Management
Minnesota
$17.5K +$19.3K +36 New
GTAM
1953
Global Trust Asset Management
Florida
$17K +$14.5K +27 +338%
AW
1954
Avion Wealth
Texas
$17K -$535 -1 -3%
FC
1955
Fairscale Capital
New Hampshire
$15.6K
WPA
1956
Wealth Preservation Advisors
Tennessee
$15.6K +$16.6K +31 +3,100%
RWM
1957
Rialto Wealth Management
New York
$15.1K
BFS
1958
Bare Financial Services
Pennsylvania
$15.1K +$4.28K +8 +35%
KG
1959
Kilter Group
New York
$14.6K -$1.61K -3 -9%
LWMI
1960
Legacy Wealth Management (Idaho)
Idaho
$14.6K
CT
1961
Coastline Trust
Rhode Island
$14.6K
HNW
1962
High Note Wealth
Minnesota
$14.6K +$535 +1 +3%
GA
1963
Guerra Advisors
Florida
$14.6K +$16.1K +30 New
RTL
1964
Red Tortoise LLC
Georgia
$14.5K
Q1WB
1965
Quest 10 Wealth Builders
Virginia
$14.4K
PSFG
1966
Park Square Financial Group
Georgia
$14.1K -$19.3K -36 -55%
HFS
1967
Hughes Financial Services
Virginia
$13.8K -$2.68K -5 -15%
CAM
1968
Creekmur Asset Management
Illinois
$13.2K
MFT
1969
Moisand Fitzgerald Tamayo
Florida
$13.1K
CIM
1970
Contravisory Investment Management
Massachusetts
$13.1K +$8.57K +16 +145%
IWM
1971
IMG Wealth Management
Florida
$12.7K
NSIM
1972
North Star Investment Management
Illinois
$12.7K
MAFA
1973
MJT & Associates Financial Advisory
Minnesota
$11.2K +$5.36K +10 +77%
MSG
1974
Main Street Group
Virginia
$11.2K
AS
1975
Altshuler Shaham
Israel
$11.2K +$3.21K +6 +35%

SPGI Hedge Fund Activity: Q3 2025 in Review

2,052 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q3 2025, worth a combined $127B — down 11% from $142B a quarter earlier.

Buyers outnumbered sellers: 154 funds opened new SPGI positions and 130 closed out — a net gain of 24 holders — while 786 added to existing stakes and 765 trimmed.

The largest buyer was Lombard Odier Asset Management (Europe), adding an estimated $1.31B. The largest seller was Broadwater Capital, cutting an estimated $992M.

  • 2,052 institutional investors held S&P Global (SPGI) as of Q3 2025, down from 2,062 in Q2 2025.
  • Funds reported $127B of S&P Global stock for Q3 2025, down 11% quarter-over-quarter.
  • 154 funds opened new S&P Global positions in Q3 2025 and 130 closed out, a net change of +24 holders.
  • The largest S&P Global buyer in Q3 2025 was Lombard Odier Asset Management (Europe), an estimated $1.31B added.
  • The largest S&P Global seller in Q3 2025 was Broadwater Capital, an estimated $992M sold.

Based on aggregated 13F filings for Q3 2025.