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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
AWM
301
AE Wealth Management
Kansas
$36.7M +$874K +1,751 +3%
AAM
302
Aureus Asset Management
Massachusetts
$36.4M -$550K -1,103 -2%
NONA
303
Ninety One North America
New York
$36.1M +$10.1M +20,232 +42%
EAM
304
EULAV Asset Management
Florida
$36M
WT
305
Whittier Trust
California
$35.7M +$2.25M +4,518 +7%
BAMF
306
BI Asset Management Fondsmaeglerselskab
Denmark
$35.7M -$1.26M -2,529 -3%
Retirement Systems of Alabama
307
Retirement Systems of Alabama
Alabama
$35.5M -$167K -334 -0.5%
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$35M +$3.55M +7,110 +12%
NSLI
309
Nan Shan Life Insurance
Taiwan
$34.9M +$2M +4,000 +6%
JSSH
310
J. Safra Sarasin Holding
$34.8M +$14.9M +29,835 +83%
CII
311
Capital International Inc
California
$34M +$11.2M +22,444 +53%
BA
312
Bridgewater Associates
Connecticut
$33.8M -$40.1M -80,328 -56%
Thrivent Financial for Lutherans
313
Thrivent Financial for Lutherans
Minnesota
$33.8M +$2.82M +5,653 +10%
TAF
314
Tredje AP-fonden
Sweden
$33.5M
Rockefeller Capital Management
315
Rockefeller Capital Management
New York
$33.1M +$4.55M +9,115 +17%
AB
316
Amalgamated Bank
New York
$33M +$276K +554 +0.9%
OAM
317
Oppenheimer Asset Management
New York
$32.6M -$1.02M -2,036 -3%
PAM
318
Panagora Asset Management
Massachusetts
$32.6M -$14.5M -29,090 -32%
DP
319
Dearborn Partners
Illinois
$32.3M +$2.62M +5,255 +9%
Cambridge Investment Research Advisors
320
Cambridge Investment Research Advisors
Iowa
$32.2M +$456K +913 +2%
CIBC Asset Management
321
CIBC Asset Management
Ontario, Canada
$32.2M -$3.1M -6,209 -9%
GA
322
GuoLine Advisory
Singapore
$32.1M -$15.2M -30,500 -33%
PI
323
PineBridge Investments
New York
$32M +$3.44M +6,895 +13%
TGCMU
324
Titan Global Capital Management USA
New York
$31.9M +$3.73M +7,467 +14%
II
325
IFM Investors
Australia
$31.9M +$1.11M +2,220 +4%

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.