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S&P Global

2,062 hedge funds and large institutions have $142B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 804 increasing their positions, 799 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $911M | Put options by funds: $668M

21% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 111

10% more funds holding in top 10

Funds holding in top 10: 7380 (+7)

2.22% more ownership

Funds ownership: 85.3%87.52% (+2.2%)

5% more capital invested

Capital invested by funds: $136B → $142B (+$6.29B)

1% more repeat investments, than reductions

Existing positions increased: 804 | Existing positions reduced: 799

1% less funds holding

Funds holding: 2,0752,062 (-13)

Holders
2,062
Holders Change
-13
Holders Change %
-0.63%
% of All Funds
27.15%
Holding in Top 10
80
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.59%
% of All Funds
1.05%
New
134
Increased
804
Reduced
799
Closed
111
Calls
$911M
Puts
$668M
Net Calls
+$243M
Net Calls Change
+$77.5M
Name Holding Trade Value Shares
Change
Change in
Stake
VF
226
Vest Financial
Virginia
$62.2M +$4.05M +8,106 +7%
GF
227
Gabelli Funds
New York
$62.2M -$2.03M -4,070 -3%
MSV
228
MN Services Vermogensbeheer
Netherlands
$61.8M -$998K -2,000 -2%
VDI
229
Vaughan David Investments
Illinois
$61.8M -$79.4K -159 -0.1%
AV
230
ASR Vermogensbeheer
Netherlands
$61.6M -$1.5M -2,996 -3%
FFM
231
Fullerton Fund Management
Singapore
$61M +$19M +38,019 +49%
EAM
232
Erste Asset Management
Austria
$60.3M +$20.6M +41,288 +55%
NB
233
Norinchukin Bank
Japan
$59.6M +$3.94M +7,891 +8%
RAM
234
Resona Asset Management
Japan
$58.5M +$2.49M +4,982 +5%
CS
235
Candriam SCA
Luxembourg
$58M -$10.4M -20,874 -16%
A
236
AustralianSuper
Australia
$57.9M -$86M -172,296 -61%
Fifth Third Bancorp
237
Fifth Third Bancorp
Ohio
$57.7M -$724K -1,450 -1%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$56.6M +$3.38M +6,782 +7%
State of New Jersey Common Pension Fund D
239
State of New Jersey Common Pension Fund D
New Jersey
$56.2M -$276K -553 -0.5%
CF
240
Cypress Funds
California
$55.7M
BHIA
241
Birch Hill Investment Advisors
Massachusetts
$55.4M +$597K +1,197 +1%
Rafferty Asset Management
242
Rafferty Asset Management
New York
$55M +$547K +1,096 +1%
HWCM
243
Hudson Way Capital Management
Texas
$54.9M +$25.3M +50,784 +95%
JIC
244
Johnson Investment Counsel
Ohio
$54.8M -$5.23M -10,477 -9%
SFG
245
Sather Financial Group
Texas
$54.5M -$4.68M -9,382 -8%
HCM
246
Howland Capital Management
Massachusetts
$54M -$685K -1,373 -1%
MG
247
Marex Group
$52.8M +$24.7M +49,411 +98%
FAF
248
Första AP-fonden
Sweden
$52.1M +$2.99M +6,000 +6%
CP
249
Cumberland Partners
Ontario, Canada
$51.7M +$550K +1,102 +1%
CGPCS
250
Capital Group Private Client Services
California
$51.7M -$587K -1,177 -1%

SPGI Hedge Fund Activity: Q2 2025 in Review

2,062 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2025, worth a combined $142B — up 4.6% from $136B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new SPGI positions and 111 closed out — a net gain of 23 holders — while 804 added to existing stakes and 799 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $925M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 2,062 institutional investors held S&P Global (SPGI) as of Q2 2025, down from 2,075 in Q1 2025.
  • Funds reported $142B of S&P Global stock for Q2 2025, up 4.6% quarter-over-quarter.
  • 134 funds opened new S&P Global positions in Q2 2025 and 111 closed out, a net change of +23 holders.
  • The largest S&P Global buyer in Q2 2025 was Broadwater Capital, an estimated $925M added.
  • The largest S&P Global seller in Q2 2025 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2025.