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S&P Global
SPGI

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: 2,062 → 2,052 (-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: 80 → 75 (-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

Top Buyers

1
LOAME
Lombard Odier Asset Management (Europe)
United Kingdom
+$1.31B
2
DZ Bank
DZ Bank
Germany
+$553M
3
Millennium Management
Millennium Management
New York
+$334M
4
MMA
Mizuho Markets Americas
New York
+$319M
5
Squarepoint
Squarepoint
New York
+$196M

Top Sellers

1
BC
Broadwater Capital
Massachusetts
-$992M
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$888M
3
BlackRock
BlackRock
New York
-$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
PCP
2076
Perbak Capital Partners
United Kingdom
– -$2.39M -4,528 Closed
FC
2077
FORA Capital
Florida
– -$2.07M -3,918 Closed
BPAMU
2078
BTG Pactual Asset Management US
New York
– -$1.83M -3,476 Closed
FPCP
2079
Fort Point Capital Partners
California
– -$1.73M -3,290 Closed
DL
2080
DOHJ LLC
Washington
– -$1.25M -2,648 Closed
PF
2081
Phoenix Financial
Israel
– -$1.35M -2,588 Closed
WP
2082
Westmount Partners
California
– -$1.3M -2,467 Closed
SGA
2083
Strategic Global Advisors
California
– -$1.28M -2,432 Closed
CBUSF
2084
Construction & Building Unions Superannuation Fund
Australia
– -$1.27M -2,400 Closed
AG
2085
Algert Global
California
– -$1.23M -2,328 Closed
TCM
2086
Twin Capital Management
Pennsylvania
– -$1.09M -2,070 Closed
SWGC
2087
Summit Wealth Group (Colorado)
Colorado
– -$1.02M -1,940 Closed
AAF
2088
Andra AP-fonden
Sweden
– -$955K -1,812 Closed
CC
2089
Centiva Capital
New York
– -$941K -1,784 Closed
RIA
2090
Realta Investment Advisors
Delaware
– -$940K -1,784 Closed
VIG
2091
Vienna Insurance Group
Poland
– -$928K -1,759 Closed
OPWM
2092
Oakwell Private Wealth Management
Texas
– -$922K -1,749 Closed
SC
2093
Soundwatch Capital
Connecticut
– -$1M -1,618 Closed
CA
2094
Continuum Advisory
Idaho
– -$847K -1,607 Closed
PCP
2095
Proficio Capital Partners
Massachusetts
– -$698K -1,323 Closed
PA
2096
Prossimo Advisors
California
– -$685K -1,300 Closed
MC
2097
Maverick Capital
Texas
– -$632K -1,198 Closed
IC
2098
Iconiq Capital
California
– -$611K -1,158 Closed
CAS
2099
CTC Alternative Strategies
Illinois
– -$575K -1,090 Closed
QIM
2100
Quantitative Investment Management
Virginia
– -$572K -1,086 Closed
82 83
84
85 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.