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S&P Global
SPGI

Overview Fund Activity

2,030 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 131 funds opening new positions, 791 increasing their positions, 791 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
-20
Holders Change %
-0.98%
% of All Funds
27.22%
Holding in Top 10
78
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.86%
% of All Funds
1.05%
New
131
Increased
791
Reduced
791
Closed
106
Calls
$911M
Puts
$668M
Net Calls
+$243M
Net Calls Change
+$77.5M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$796M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$385M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$240M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$221M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$178M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$490M
2
BlackRock
BlackRock
New York
-$422M
3
Millennium Management
Millennium Management
New York
-$284M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$258M
5
Capital International Investors
Capital International Investors
California
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
EF
501
Empowered Funds
Pennsylvania
$10.5M +$4.26M +8,075 +68%
GI
502
GAMCO Investors
Connecticut
$10.5M -$389K -737 -4%
WIA
503
World Investment Advisors
California
$10.5M +$109K +206 +1%
QIM
504
Quest Investment Management
Oregon
$10.4M -$3.32M -6,297 -24%
ACM
505
Academy Capital Management
Texas
$10.4M +$825K +1,565 +9%
Lido Advisors
506
Lido Advisors
California
$10.3M +$916K +1,738 +10%
UM
507
UniSuper Management
Australia
$10.3M -$390K -740 -4%
GIA
508
Gateway Investment Advisers
Ohio
$10.3M -$1.31M -2,479 -11%
NB
509
NBT Bank
New York
$10.3M +$16.9K +32 +0.2%
HWM
510
HB Wealth Management
Georgia
$10.1M -$346K -656 -3%
SRC
511
Stone Run Capital
New York
$10.1M +$26.4K +50 +0.3%
LI
512
LMCG Investments
Massachusetts
$10M -$440K -834 -4%
FHA
513
First Horizon Advisors
Tennessee
$10M +$67.5K +128 +0.7%
HIMCH
514
Hartford Investment Management Co (HIMCO)
Connecticut
$9.99M -$148K -280 -1%
KA
515
Kintegral Advisory
New York
$9.89M -$14.2K -27 -0.1%
AC
516
Addenda Capital
Quebec, Canada
$9.82M +$848K +1,608 +9%
MGWM
517
Marks Group Wealth Management
Minnesota
$9.76M +$32.7K +62 +0.3%
BFS
518
Bradley Foster & Sargent
Connecticut
$9.7M -$729K -1,382 -7%
NA
519
NewEdge Advisors
Louisiana
$9.63M -$711K -1,349 -7%
Acadian Asset Management
520
Acadian Asset Management
Massachusetts
$9.62M +$2.63M +4,995 +38%
Kovitz Investment Group Partners
521
Kovitz Investment Group Partners
Illinois
$9.61M -$8.97M -17,007 -48%
PAS
522
Park Avenue Securities
New York
$9.6M -$77K -146 -0.8%
EDRH
523
Edmond de Rothschild Holding
Switzerland
$9.55M +$621K +1,177 +7%
DC
524
Davenport & Co
Virginia
$9.51M -$297K -563 -3%
PIM
525
Penobscot Investment Management
Massachusetts
$9.49M -$74.9K -142 -0.8%
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