We are live on ! Find out more
SPGI icon

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
APG Asset Management
176
APG Asset Management
Netherlands
$89.7M -$21.5M -40,147 -16%
CRM
177
Cardano Risk Management
Netherlands
$89.4M +$98.4M +183,686 New
Nisa Investment Advisors
178
Nisa Investment Advisors
Missouri
$89.3M -$2.92M -5,450 -3%
JWBC
179
John W. Bristol & Co
New York
$88M +$15.9M +29,766 +20%
Focus Partners Wealth
180
Focus Partners Wealth
Massachusetts
$87.6M -$1.22M -2,287 -1%
Royal London Asset Management
181
Royal London Asset Management
United Kingdom
$86.8M -$1.05M -1,953 -1%
DADC
182
D.A. Davidson & Co
Montana
$84.9M +$3.89M +7,258 +4%
State of Tennessee, Department of Treasury
183
State of Tennessee, Department of Treasury
Tennessee
$84.3M
LFG
184
Lazard Frères Gestion
France
$83.9M +$51.2M +95,583 +125%
Man Group
185
Man Group
United Kingdom
$83.8M -$56.5M -105,450 -38%
Asset Management One
186
Asset Management One
Japan
$83.5M +$3.84M +7,179 +4%
Mawer Investment Management
187
Mawer Investment Management
Alberta, Canada
$81.9M +$19.3M +36,078 +27%
Vontobel Holding
188
Vontobel Holding
Switzerland
$81.5M -$8.19M -15,294 -8%
CIC
189
Crawford Investment Counsel
Georgia
$80.7M -$133K -249 -0.1%
NC
190
Nicholas Company
Wisconsin
$80.6M +$13.4K +25 +0%
Massachusetts Financial Services
191
Massachusetts Financial Services
Massachusetts
$79.8M -$6.22M -11,608 -7%
SIC
192
Schwartz Investment Counsel
Michigan
$79.1M
EAM
193
Erste Asset Management
Austria
$79.1M +$24.3M +45,413 +39%
HighTower Advisors
194
HighTower Advisors
Illinois
$78.6M -$2.82M -5,269 -3%
RP
195
Riverbridge Partners
Minnesota
$78.6M -$3.18M -5,946 -4%
Chevy Chase Trust
196
Chevy Chase Trust
Maryland
$78M -$3.39M -6,340 -4%
Luther King Capital Management (LKCM)
197
Luther King Capital Management (LKCM)
Texas
$76M +$4.21M +7,858 +5%
QP
198
Quilter Plc
United Kingdom
$75.9M +$5.3M +9,907 +7%
KeyBank National Association
199
KeyBank National Association
Ohio
$75.9M -$1.38M -2,576 -2%
BHC
200
Bowen Hanes & Co
Florida
$75M -$1.37M -2,565 -2%

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.