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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
SIMG
2101
Stephens Investment Management Group
Texas
OCM
2102
One Capital Management
California
IWP
2103
Invenio Wealth Partners
Florida
SCM
2104
SCS Capital Management
Massachusetts
TCM
2105
Tandem Capital Management
New Jersey
DWM
2106
Dakota Wealth Management
Florida
AGC
2107
Aspen Grove Capital
Colorado
FIM
2108
Freedom Investment Management
Connecticut
BFIM
2109
Beese Fulmer Investment Management
Ohio
SA
2110
Stewardship Advisors
Pennsylvania
AL
2111
Aspiriant LLC
California
NCTC
2112
New Covenant Trust Company
Indiana
BCP
2113
Blue Chip Partners
Michigan
MCM
2114
Mitchell Capital Management
Kansas
WIA
2115
Wetzel Investment Advisors
Indiana
RPA
2116
Rock Point Advisors
Vermont
ILI
2117
Invesco LLC (Illinois)
Illinois
MSAM
2118
Moloney Securities Asset Management
Missouri
OFO
2119
OneAscent Family Office
Alabama
FCG
2120
Fielder Capital Group
Tennessee
BWA
2121
Brave Warrior Advisors
New York
SCM
2122
Sandler Capital Management
New York
CK
2123
Cohen Klingenstein
New York
CC
2124
Cadinha & Co
Hawaii
TWM
2125
Tanglewood Wealth Management
Texas