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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
Q1WB
1951
Quest 10 Wealth Builders
Virginia
$14.4K
PSFG
1952
Park Square Financial Group
Georgia
$14.1K
HFS
1953
Hughes Financial Services
Virginia
$13.8K
CAM
1954
Creekmur Asset Management
Illinois
$13.2K
MFT
1955
Moisand Fitzgerald Tamayo
Florida
$13.1K
CIM
1956
Contravisory Investment Management
Massachusetts
$13.1K
NSIM
1957
North Star Investment Management
Illinois
$12.7K
IWM
1958
IMG Wealth Management
Florida
$12.7K
MAFA
1959
MJT & Associates Financial Advisory
Minnesota
$11.2K
MSG
1960
Main Street Group
Virginia
$11.2K
AS
1961
Altshuler Shaham
Israel
$11.2K
CMA
1962
Cedar Mountain Advisors
Oregon
$10.7K
MPW
1963
MASECO Private Wealth
$10.3K
RS
1964
Rakuten Securities
Japan
$10.2K
BHWM
1965
Beaird Harris Wealth Management
Texas
$9.73K
BI
1966
Binnacle Investments
Iowa
$9.73K
TC
1967
Tacita Capital
Ontario, Canada
$9.73K
DPW
1968
DiNuzzo Private Wealth
Pennsylvania
$9.32K
CWM
1969
Copia Wealth Management
Oregon
$9.25K
HWA
1970
Heritage Wealth Advisors
Virginia
$8.76K
AEPWM
1971
Atlantic Edge Private Wealth Management
Florida
$8.76K
GCM
1972
Gables Capital Management
Florida
$8.76K
CTB
1973
Country Trust Bank
Illinois
$8.76K
BLC
1974
Brown, Lisle/Cummings
Rhode Island
$8.27K
LFASL
1975
Lugano Financial Advisors SA (LFA)
Switzerland
$8.27K