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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
FWM
2126
FFT Wealth Management
Pennsylvania
AAM
2127
Auxier Asset Management
Oregon
IP
2128
Investment Partners
Ohio
AAMC
2129
Asset Allocation & Management Company
Illinois
JC
2130
JB Capital
Connecticut
CIP
2131
Convergence Investment Partners
Florida
CA
2132
CGN Advisors
Kansas
KSWWM
2133
Keyes Stange & Wooten Wealth Management
Florida
GWM
2134
Gibbs Wealth Management
Georgia
CWA
2135
Cura Wealth Advisors
Illinois
AWM
2136
Atticus Wealth Management
Florida
SO
2137
Sierra Ocean
California
NC
2138
NewSquare Capital
Pennsylvania
BDPWM
2139
Barnes Dennig Private Wealth Management
Ohio
TPWA
2140
Twin Peaks Wealth Advisors
California
WA
2141
Whipplewood Advisors
Colorado
MIFH
2142
Migdal Insurance & Financial Holdings
Israel
RI
2143
Ridgewood Investments
New Jersey
BCMLT
2144
Beacon Capital Management LLC (Tennessee)
Tennessee
SAS
2145
Spurstone Advisory Services
Connecticut
BC
2146
Bayforest Capital
United Kingdom
CAM
2147
Costello Asset Management
Pennsylvania
TH
2148
TCTC Holdings
Texas
CCM
2149
Copeland Capital Management
Pennsylvania
TCM
2150
Traub Capital Management
Massachusetts