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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
CMA
1976
Cedar Mountain Advisors
Oregon
$10.7K
MPW
1977
MASECO Private Wealth
$10.3K
RS
1978
Rakuten Securities
Japan
$10.2K +$9.64K +18 +600%
BHWM
1979
Beaird Harris Wealth Management
Texas
$9.73K +$1.07K +2 +11%
BI
1980
Binnacle Investments
Iowa
$9.73K
TC
1981
Tacita Capital
Ontario, Canada
$9.73K +$10.7K +20 New
DPW
1982
DiNuzzo Private Wealth
Pennsylvania
$9.32K
CWM
1983
Copia Wealth Management
Oregon
$9.25K
AEPWM
1984
Atlantic Edge Private Wealth Management
Florida
$8.76K
GCM
1985
Gables Capital Management
Florida
$8.76K
HWA
1986
Heritage Wealth Advisors
Virginia
$8.76K
CTB
1987
Country Trust Bank
Illinois
$8.76K +$535 +1 +6%
BLC
1988
Brown, Lisle/Cummings
Rhode Island
$8.27K
LFASL
1989
Lugano Financial Advisors SA (LFA)
Switzerland
$8.27K
CWP
1990
Clark Wealth Partners
Illinois
$7.84K +$8.03K +15 New
HIA
1991
HFM Investment Advisors
New Jersey
$7.79K
AIP
1992
Alexis Investment Partners
Texas
$7.79K +$8.57K +16 New
FPB
1993
First PREMIER Bank
South Dakota
$7K
QWM
1994
Quaker Wealth Management
New Jersey
$6.81K -$107K -199 -93%
CFD
1995
Creative Financial Designs
Indiana
$6.81K -$7.5K -14 -50%
FG
1996
Fairman Group
Pennsylvania
$6.81K
SN
1997
Sittner & Nelson
Oregon
$6.81K
PWA
1998
Principia Wealth Advisory
Texas
$6.81K +$1.07K +2 +17%
CC
1999
Corsicana & Co
Texas
$6.81K +$7.5K +14 New
HFS
2000
Horizon Financial Services
North Carolina
$6.81K +$7.5K +14 New

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.