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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
LIC
451
Laurus Investment Counsel
Canada
$13.8M
BWL
452
Bogart Wealth LLC
Virginia
$13.8M +$508K +1,017 +4%
CWM
453
Calamos Wealth Management
Illinois
$13.8M +$340K +682 +3%
BVDMP
454
Bedrijfstakpensioenfonds Voor De Media PNO
Netherlands
$13.6M
CB
455
Commerce Bank
Missouri
$13.5M -$341K -683 -3%
CA
456
Cornerstone Advisors
North Carolina
$13.5M +$4.44M +8,900 +53%
TIAA Trust, National Association
457
TIAA Trust, National Association
North Carolina
$13.5M -$1.19M -2,384 -9%
CA
458
Claar Advisors
New York
$13.4M -$867K -1,737 -6%
MFG
459
Merit Financial Group
Georgia
$13.3M +$936K +1,875 +8%
SA
460
Sanctuary Advisors
Indiana
$13.2M +$158K +317 +1%
MMA
461
Miracle Mile Advisors
California
$13.2M +$1.43M +2,862 +13%
FBB
462
Fulton Breakefield Broenniman
Maryland
$13.2M -$143K -287 -1%
HCMT
463
Highland Capital Management (Tennessee)
Tennessee
$13.1M +$59.9K +120 +0.5%
Jane Street
464
Jane Street
New York
$13M -$8.18M -16,381 -40%
CL
465
Choreo LLC
Illinois
$13M +$72.9K +146 +0.6%
VLKIM
466
Van Lanschot Kempen Investment Management
Netherlands
$12.7M -$28.8M -57,622 -70%
Mercer Global Advisors
467
Mercer Global Advisors
Colorado
$12.7M +$301K +604 +3%
MC
468
Montag & Caldwell
Georgia
$12.6M -$594K -1,191 -5%
GCM
469
Greenland Capital Management
New York
$12.5M +$7.9M +15,836 +202%
OIAM
470
OFI Invest Asset Management
France
$12.4M -$3.45M -6,921 -20%
PWC
471
PYA Waltman Capital
Tennessee
$12.4M +$571K +1,145 +5%
LPCM
472
Lynwood Price Capital Management
Texas
$12.4M +$5.94M +11,900 +103%
KPWS
473
Kestra Private Wealth Services
Texas
$12.2M +$474K +950 +4%
MYAM
474
Meiji Yasuda Asset Management
Japan
$12.2M -$2.21M -4,434 -16%
ET
475
Equitable Trust
Tennessee
$12.1M +$874K +1,752 +8%

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.