SPGI icon

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
MFT
1951
Moisand Fitzgerald Tamayo
Florida
$13.1K
CIM
1952
Contravisory Investment Management
Massachusetts
$13.1K
IWM
1953
IMG Wealth Management
Florida
$12.7K
NSIM
1954
North Star Investment Management
Illinois
$12.7K
MAFA
1955
MJT & Associates Financial Advisory
Minnesota
$11.2K
MSG
1956
Main Street Group
Virginia
$11.2K
AS
1957
Altshuler Shaham
Israel
$11.2K
CMA
1958
Cedar Mountain Advisors
Oregon
$10.7K
MPW
1959
MASECO Private Wealth
$10.3K
RS
1960
Rakuten Securities
Japan
$10.2K
BHWM
1961
Beaird Harris Wealth Management
Texas
$9.73K
BI
1962
Binnacle Investments
Iowa
$9.73K
TC
1963
Tacita Capital
Ontario, Canada
$9.73K
DPW
1964
DiNuzzo Private Wealth
Pennsylvania
$9.32K
CWM
1965
Copia Wealth Management
Oregon
$9.25K
HWA
1966
Heritage Wealth Advisors
Virginia
$8.76K
GCM
1967
Gables Capital Management
Florida
$8.76K
AEPWM
1968
Atlantic Edge Private Wealth Management
Florida
$8.76K
CTB
1969
Country Trust Bank
Illinois
$8.76K
LFASL
1970
Lugano Financial Advisors SA (LFA)
Switzerland
$8.27K
BLC
1971
Brown, Lisle/Cummings
Rhode Island
$8.27K
CWP
1972
Clark Wealth Partners
Illinois
$7.84K
HIA
1973
HFM Investment Advisors
New Jersey
$7.79K
AIP
1974
Alexis Investment Partners
Texas
$7.79K
FPB
1975
First PREMIER Bank
South Dakota
$7K