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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
EC
2101
EntryPoint Capital
New York
-$563K -1,068 Closed
TA
2102
TFB Advisors
Kansas
-$475K -900 Closed
HFRG
2103
Houlihan Financial Resource Group
Virginia
-$464K -879 Closed
BWG
2104
Berry Wealth Group
Texas
-$446K -846 Closed
JSC
2105
Jackson Square Capital
California
-$440K -834 Closed
MS
2106
Maven Securities
Jersey
-$396K -751 Closed
WI
2107
WBI Investments
New Jersey
-$389K -738 Closed
TCM
2108
Teza Capital Management
Illinois
-$386K -732 Closed
HWP
2109
Hibernia Wealth Partners
Louisiana
-$334K -634 Closed
FAIM
2110
Financial Advocates Investment Management
Washington
-$325K -616 Closed
GVAG
2111
Great Valley Advisor Group
Delaware
-$301K -571 Closed
RFW
2112
Rainier Family Wealth
Washington
-$293K -556 Closed
BCM
2113
Brookstone Capital Management
Illinois
-$288K -547 Closed
WI
2114
WrapManager Inc
California
-$277K -526 Closed
G
2115
GenTrust
Florida
-$276K -523 Closed
EMCIP
2116
Ewing Morris & Co Investment Partners
Ontario, Canada
-$272K -515 Closed
MPM
2117
MBB Public Markets
Illinois
-$264K -501 Closed
FFA
2118
Florida Financial Advisors
Florida
-$262K -498 Closed
SIMG
2119
Stephens Investment Management Group
Texas
-$254K -482 Closed
OCM
2120
One Capital Management
California
-$252K -477 Closed
IWP
2121
Invenio Wealth Partners
Florida
-$246K -466 Closed
SCM
2122
SCS Capital Management
Massachusetts
-$235K -445 Closed
TCM
2123
Tandem Capital Management
New Jersey
-$233K -442 Closed
DWM
2124
Dakota Wealth Management
Florida
-$232K -440 Closed
AGC
2125
Aspen Grove Capital
Colorado
-$231K -439 Closed

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.