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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
SPF
2001
South Plains Financial
Texas
$4.87K
RWA
2002
Redmont Wealth Advisors
Illinois
$4.87K
SCA
2003
Stuart Chaussee & Associates
California
$4.87K
MSFP
2004
Mark Sheptoff Financial Planning
Connecticut
$4.87K
W
2005
WealthCollab
Washington
$4.38K
TLCM
2006
Twin Lakes Capital Management
California
$4.06K
NFSG
2007
Newbridge Financial Services Group
Florida
$3.94K
CAC
2008
Core Alternative Capital
Georgia
$3.89K
FF
2009
Friedenthal Financial
New Jersey
$3.89K
PG
2010
Proffitt & Goodson
Tennessee
$3.89K
CBT
2011
Crews Bank & Trust
Florida
$3.41K
BC
2012
Barrett & Company
Rhode Island
$3.41K
T
2013
Tidemark
California
$3.41K
HWA
2014
Heartwood Wealth Advisors
Virginia
$3.41K
SC
2015
Sawyer & Company
Massachusetts
$3K
PS
2016
PayPay Securities
Japan
$2.96K
BFS
2017
Burkett Financial Services
South Carolina
$2.94K
HHGA
2018
Halbert Hargrove Global Advisors
California
$2.92K
ACA
2019
American Capital Advisory
Idaho
$2.43K
NC
2020
North Capital
Utah
$2.43K
DCM
2021
Davis Capital Management
Florida
$2.43K
CJ
2022
Caitlin John
Michigan
$2.43K
1IA
2023
1620 Investment Advisors
Massachusetts
$1.99K
CWM
2024
Cedar Wealth Management
California
$1.95K
GGI
2025
Godsey & Gibb Inc
Virginia
$1.95K