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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
KSWWM
2151
Keyes Stange & Wooten Wealth Management
Florida
-$202K -383 Closed
CWA
2152
Cura Wealth Advisors
Illinois
-$201K -382 Closed
GWM
2153
Gibbs Wealth Management
Georgia
-$201K -382 Closed
AWM
2154
Atticus Wealth Management
Florida
-$172K -326 Closed
SO
2155
Sierra Ocean
California
-$161K -306 Closed
NC
2156
NewSquare Capital
Pennsylvania
-$131K -248 Closed
BDPWM
2157
Barnes Dennig Private Wealth Management
Ohio
-$130K -246 Closed
TPWA
2158
Twin Peaks Wealth Advisors
California
-$112K -200 Closed
WA
2159
Whipplewood Advisors
Colorado
-$99.1K -188 Closed
MIFH
2160
Migdal Insurance & Financial Holdings
Israel
-$54K -103 Closed
RI
2161
Ridgewood Investments
New Jersey
-$42.2K -80 Closed
BCMLT
2162
Beacon Capital Management LLC (Tennessee)
Tennessee
-$35.5K -67 Closed
SAS
2163
Spurstone Advisory Services
Connecticut
-$33.7K -64 Closed
BC
2164
Bayforest Capital
United Kingdom
-$27.9K -53 Closed
CAM
2165
Costello Asset Management
Pennsylvania
-$26.9K -51 Closed
TH
2166
TCTC Holdings
Texas
-$21.6K -41 Closed
CCM
2167
Copeland Capital Management
Pennsylvania
-$18.5K -35 Closed
TCM
2168
Traub Capital Management
Massachusetts
-$14.8K -28 Closed
GWM
2169
Gitterman Wealth Management
New Jersey
-$13.2K -25 Closed
WCM
2170
WealthTrak Capital Management
Virginia
-$9.49K -18 Closed
SC
2171
Stephens Consulting
Michigan
-$7.91K -15 Closed
CI
2172
Cordant Inc
Oregon
-$6.33K -12 Closed
RAM
2173
Riggs Asset Management
Pennsylvania
-$6.33K -12 Closed
T
2174
Transce3nd
Texas
-$6.33K -12 Closed
BCM
2175
Blume Capital Management
California
-$4.75K -9 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.