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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
BHWM
2001
Bay Harbor Wealth Management
Maryland
$6.33K +$1.61K +3 +30%
GFWA
2002
Grey Fox Wealth Advisors
Delaware
$6.33K +$6.96K +13 New
IW
2003
Imprint Wealth
South Carolina
$6.33K +$6.96K +13 New
HFM
2004
Harvest Fund Management
China
$6K -$76K -142 -92%
PA
2005
Pineridge Advisors
Missouri
$5.84K -$4.82K -9 -43%
FRA
2006
Front Row Advisors
California
$5.84K
NEWAS
2007
N.E.W. Advisory Services
Wisconsin
$5.84K
TCA
2008
Trifecta Capital Advisors
Illinois
$5.84K
TCB
2009
Texas Capital Bancshares
Texas
$5.84K +$6.43K +12 New
LFA
2010
LGT Financial Advisors
Texas
$5.35K
VWWMG
2011
Vermillion & White Wealth Management Group
Pennsylvania
$5.35K
PP
2012
Pacifica Partners
Canada
$5.3K +$3.21K +6 +120%
RBC
2013
Roble Belko & Company
Pennsylvania
$5K +$5.36K +10 New
DWA
2014
Delos Wealth Advisors
Texas
$4.87K
RWA
2015
Redmont Wealth Advisors
Illinois
$4.87K
SPF
2016
South Plains Financial
Texas
$4.87K
SCA
2017
Stuart Chaussee & Associates
California
$4.87K
MSFP
2018
Mark Sheptoff Financial Planning
Connecticut
$4.87K +$3.21K +6 +150%
W
2019
WealthCollab
Washington
$4.38K +$1.61K +3 +50%
TLCM
2020
Twin Lakes Capital Management
California
$4.06K
NFSG
2021
Newbridge Financial Services Group
Florida
$3.94K -$14.5K -27 -77%
CAC
2022
Core Alternative Capital
Georgia
$3.89K
FF
2023
Friedenthal Financial
New Jersey
$3.89K
PG
2024
Proffitt & Goodson
Tennessee
$3.89K +$4.28K +8 New
BC
2025
Barrett & Company
Rhode Island
$3.41K

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.