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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
W
2001
WealthCollab
Washington
$4.38K
TLCM
2002
Twin Lakes Capital Management
California
$4.06K
NFSG
2003
Newbridge Financial Services Group
Florida
$3.94K
CAC
2004
Core Alternative Capital
Georgia
$3.89K
FF
2005
Friedenthal Financial
New Jersey
$3.89K
PG
2006
Proffitt & Goodson
Tennessee
$3.89K
T
2007
Tidemark
California
$3.41K
BC
2008
Barrett & Company
Rhode Island
$3.41K
CBT
2009
Crews Bank & Trust
Florida
$3.41K
HWA
2010
Heartwood Wealth Advisors
Virginia
$3.41K
SC
2011
Sawyer & Company
Massachusetts
$3K
PS
2012
PayPay Securities
Japan
$2.96K
BFS
2013
Burkett Financial Services
South Carolina
$2.94K
HHGA
2014
Halbert Hargrove Global Advisors
California
$2.92K
ACA
2015
American Capital Advisory
Idaho
$2.43K
NC
2016
North Capital
Utah
$2.43K
DCM
2017
Davis Capital Management
Florida
$2.43K
CJ
2018
Caitlin John
Michigan
$2.43K
1IA
2019
1620 Investment Advisors
Massachusetts
$1.99K
CWM
2020
Cedar Wealth Management
California
$1.95K
GGI
2021
Godsey & Gibb Inc
Virginia
$1.95K
KB
2022
Kimelman & Baird
New York
$1.46K
IAS
2023
IMA Advisory Services
Colorado
$1.46K
VWM
2024
Vermillion Wealth Management
Minnesota
$1.46K
DF
2025
DecisionPoint Financial
Arizona
$1.45K