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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
CWP
1976
Clark Wealth Partners
Illinois
$7.84K
HIA
1977
HFM Investment Advisors
New Jersey
$7.79K
AIP
1978
Alexis Investment Partners
Texas
$7.79K
FPB
1979
First PREMIER Bank
South Dakota
$7K
QWM
1980
Quaker Wealth Management
New Jersey
$6.81K
CFD
1981
Creative Financial Designs
Indiana
$6.81K
SN
1982
Sittner & Nelson
Oregon
$6.81K
FG
1983
Fairman Group
Pennsylvania
$6.81K
PWA
1984
Principia Wealth Advisory
Texas
$6.81K
HFS
1985
Horizon Financial Services
North Carolina
$6.81K
CC
1986
Corsicana & Co
Texas
$6.81K
BHWM
1987
Bay Harbor Wealth Management
Maryland
$6.33K
GFWA
1988
Grey Fox Wealth Advisors
Delaware
$6.33K
IW
1989
Imprint Wealth
South Carolina
$6.33K
HFM
1990
Harvest Fund Management
China
$6K
PA
1991
Pineridge Advisors
Missouri
$5.84K
FRA
1992
Front Row Advisors
California
$5.84K
NEWAS
1993
N.E.W. Advisory Services
Wisconsin
$5.84K
TCA
1994
Trifecta Capital Advisors
Illinois
$5.84K
TCB
1995
Texas Capital Bancshares
Texas
$5.84K
VWWMG
1996
Vermillion & White Wealth Management Group
Pennsylvania
$5.35K
LFA
1997
LGT Financial Advisors
Texas
$5.35K
PP
1998
Pacifica Partners
Canada
$5.3K
RBC
1999
Roble Belko & Company
Pennsylvania
$5K
DWA
2000
Delos Wealth Advisors
Texas
$4.87K