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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
Mitsubishi UFJ Asset Management
26
Mitsubishi UFJ Asset Management
Japan
$968M +$104M +207,629 +13%
UE
27
Unisphere Establishment
Liechtenstein
$949M +$49.9M +100,000 +6%
CCM
28
Cantillon Capital Management
New York
$929M -$25.5M -51,160 -3%
VFCM
29
Valley Forge Capital Management
Florida
$925M
Neuberger Berman Group
30
Neuberger Berman Group
New York
$894M +$44.2M +88,526 +6%
JP Morgan Chase
31
JP Morgan Chase
New York
$862M -$157M -314,779 -16%
Ameriprise
32
Ameriprise
Minnesota
$839M +$58.9M +118,034 +8%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$834M -$119M -239,146 -13%
DZ Bank
34
DZ Bank
Germany
$820M +$754M +1,510,540 +3,431%
SGA
35
Sustainable Growth Advisers
Connecticut
$796M -$13M -26,146 -2%
Fayez Sarofim & Co
36
Fayez Sarofim & Co
Texas
$793M -$21.9M -43,948 -3%
UBS Group
37
UBS Group
Switzerland
$744M -$102M -204,928 -13%
Deutsche Bank
38
Deutsche Bank
Germany
$626M +$31.3M +62,656 +6%
Mackenzie Financial
39
Mackenzie Financial
Ontario, Canada
$617M +$8.23M +16,498 +1%
Franklin Resources
40
Franklin Resources
California
$605M +$3.25M +6,505 +0.6%
ClearBridge Investments
41
ClearBridge Investments
New York
$579M -$109M -218,825 -17%
Newport Trust Company
42
Newport Trust Company
District of Columbia
$572M -$5.13M -10,277 -0.9%
AllianceBernstein
43
AllianceBernstein
Tennessee
$570M +$157M +315,001 +41%
LP
44
Longview Partners
Guernsey
$559M -$31.9M -63,900 -6%
RCWMU
45
Rothschild & Co Wealth Management (UK)
United Kingdom
$546M +$9.45M +18,930 +2%
Raymond James Financial
46
Raymond James Financial
Florida
$545M -$4.25M -8,521 -0.8%
Barclays
47
Barclays
United Kingdom
$535M +$19M +38,088 +4%
HSBC Holdings
48
HSBC Holdings
United Kingdom
$517M -$3.92M -7,851 -0.8%
Swedbank
49
Swedbank
Sweden
$497M +$2.38M +4,777 +0.5%
Ninety One (UK)
50
Ninety One (UK)
United Kingdom
$490M +$3.77M +7,553 +0.8%

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.