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S&P Global

2,038 hedge funds and large institutions have $127B invested in S&P Global in 2025 Q3 according to their latest regulatory filings, with 151 funds opening new positions, 779 increasing their positions, 763 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
2,038
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
FWM
2126
FFT Wealth Management
Pennsylvania
CC
2127
Cadinha & Co
Hawaii
CK
2128
Cohen Klingenstein
New York
SCM
2129
Sandler Capital Management
New York
TWM
2130
Tanglewood Wealth Management
Texas
IP
2131
Investment Partners
Ohio
AAM
2132
Auxier Asset Management
Oregon
AAMC
2133
Asset Allocation & Management Company
Illinois
JC
2134
JB Capital
Connecticut
CIP
2135
Convergence Investment Partners
Florida
CA
2136
CGN Advisors
Kansas
KSWWM
2137
Keyes Stange & Wooten Wealth Management
Florida
CWA
2138
Cura Wealth Advisors
Illinois
GWM
2139
Gibbs Wealth Management
Georgia
AWM
2140
Atticus Wealth Management
Florida
SO
2141
Sierra Ocean
California
NC
2142
NewSquare Capital
Pennsylvania
BDPWM
2143
Barnes Dennig Private Wealth Management
Ohio
TPWA
2144
Twin Peaks Wealth Advisors
California
WA
2145
Whipplewood Advisors
Colorado
MIFH
2146
Migdal Insurance & Financial Holdings
Israel
RI
2147
Ridgewood Investments
New Jersey
BCMLT
2148
Beacon Capital Management LLC (Tennessee)
Tennessee
SAS
2149
Spurstone Advisory Services
Connecticut
BC
2150
Bayforest Capital
United Kingdom