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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
CBT
2026
Crews Bank & Trust
Florida
$3.41K
T
2027
Tidemark
California
$3.41K
HWA
2028
Heartwood Wealth Advisors
Virginia
$3.41K +$3.75K +7 New
SC
2029
Sawyer & Company
Massachusetts
$3K
PS
2030
PayPay Securities
Japan
$2.96K
BFS
2031
Burkett Financial Services
South Carolina
$2.94K
HHGA
2032
Halbert Hargrove Global Advisors
California
$2.92K -$2.68K -5 -45%
ACA
2033
American Capital Advisory
Idaho
$2.43K +$535 +1 +25%
CJ
2034
Caitlin John
Michigan
$2.43K +$2.68K +5 New
DCM
2035
Davis Capital Management
Florida
$2.43K +$2.68K +5 New
NC
2036
North Capital
Utah
$2.43K +$2.68K +5 New
1IA
2037
1620 Investment Advisors
Massachusetts
$1.99K
CWM
2038
Cedar Wealth Management
California
$1.95K
GGI
2039
Godsey & Gibb Inc
Virginia
$1.95K +$2.14K +4 New
KB
2040
Kimelman & Baird
New York
$1.46K
IAS
2041
IMA Advisory Services
Colorado
$1.46K
VWM
2042
Vermillion Wealth Management
Minnesota
$1.46K +$1.61K +3 New
DF
2043
DecisionPoint Financial
Arizona
$1.45K
CTWM
2044
Cherry Tree Wealth Management
Minnesota
$1.22K
SA
2045
Seneschal Advisors
Washington
$974 +$1.07K +2 New
EFMH
2046
E Fund Management (HK)
Hong Kong
$973 -$65.3K -122 -98%
HC
2047
Hurley Capital
New York
$973 +$1.07K +2 New
SIP
2048
Sellwood Investment Partners
Oregon
$973 +$1.07K +2 New
SHIM
2049
Stone House Investment Management
Pennsylvania
$973 +$1.07K +2 New
CPG
2050
Cornerstone Planning Group
New Jersey
$629 -$115K -215 -86%

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.