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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
IC
426
IEQ Capital
California
$15.8M +$4.36M +8,734 +41%
FFB
427
First Financial Bankshares
Texas
$15.7M +$27.4K +55 +0.2%
Hudson Bay Capital Management
428
Hudson Bay Capital Management
Connecticut
$15.7M -$10.2M -20,475 -41%
CAL
429
Capital Analysts LLC
Pennsylvania
$15.3M +$752K +1,507 +5%
NIM
430
NEOS Investment Management
Connecticut
$15.2M +$2.03M +4,065 +16%
SLI
431
Sumitomo Life Insurance
Japan
$15.1M -$166K -333 -1%
Pacer Advisors
432
Pacer Advisors
Pennsylvania
$15M +$4.81M +9,632 +51%
MSE
433
MUFG Securities EMEA
United Kingdom
$14.7M +$13.9M +27,928 New
CTI
434
Community Trust & Investment
Kentucky
$14.6M +$434K +870 +3%
TCA
435
Transcend Capital Advisors
New Jersey
$14.6M -$59.4K -119 -0.4%
PIM
436
Progressive Investment Management
Oregon
$14.6M -$143K -287 -1%
Nomura Holdings
437
Nomura Holdings
Japan
$14.5M +$4.98M +9,977 +57%
QCM
438
QRG Capital Management
Illinois
$14.5M +$1.04M +2,087 +8%
GT
439
Glenview Trust
Kentucky
$14.5M +$171K +342 +1%
PAS
440
Professional Advisory Services
Florida
$14.4M -$219K -438 -2%
OPERF
441
Oregon Public Employees Retirement Fund
Oregon
$14.3M +$49.9K +100 +0.4%
RHAM
442
Round Hill Asset Management
California
$14.3M -$107K -215 -0.8%
IMPI
443
Ilmarinen Mutual Pension Insurance
Finland
$14.3M
MWM
444
Moran Wealth Management
Florida
$14.2M -$141K -283 -1%
NEI
445
Northwest & Ethical Investments
Ontario, Canada
$14.1M +$5.63M +11,287 +73%
PGFC
446
Peapack-Gladstone Financial Corp
New Jersey
$14.1M -$141K -283 -1%
BS
447
Banco Santander
Spain
$14.1M +$11.3M +22,718 +565%
PNAA
448
Pictet North America Advisors
Switzerland
$14.1M -$864K -1,732 -6%
DCM
449
Dupont Capital Management
Delaware
$13.9M -$1.95M -3,903 -13%
WTC
450
WhitTier Trust Company
Nevada
$13.9M +$397K +795 +3%

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.