We are live on ! Find out more
SPGI icon

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
AI
501
Atria Investments
North Carolina
$11M -$1.29M -2,594 -11%
HFS
502
Hantz Financial Services
Michigan
$11M -$553K -1,108 -5%
EAM
503
Eventide Asset Management
Massachusetts
$11M +$1.08M +2,165 +12%
CPH
504
C Partners Holding
Switzerland
$11M +$1.06M +2,130 +11%
MPWT
505
MassMutual Private Wealth & Trust
Connecticut
$10.9M +$3.96M +7,933 +63%
TC
506
Triavera Capital
California
$10.8M
Impax Asset Management Group
507
Impax Asset Management Group
United Kingdom
$10.7M +$6.14M +12,307 +156%
TPM
508
Totem Point Management
New York
$10.6M -$3.47M -6,948 -26%
KRS
509
Kentucky Retirement Systems
Kentucky
$10.6M -$656K -1,315 -6%
BL
510
Bleichroeder LP
New York
$10.5M
CCM
511
Carderock Capital Management
Maryland
$10.5M +$97.3K +195 +1%
BWP
512
Baldwin Wealth Partners
Massachusetts
$10.5M -$146K -292 -1%
EF
513
Empowered Funds
Pennsylvania
$10.5M +$4.03M +8,075 +68%
GI
514
GAMCO Investors
Connecticut
$10.5M -$368K -737 -4%
WIA
515
World Investment Advisors
California
$10.5M +$103K +206 +1%
QIM
516
Quest Investment Management
Oregon
$10.4M -$3.14M -6,297 -24%
ACM
517
Academy Capital Management
Texas
$10.4M +$781K +1,565 +9%
Lido Advisors
518
Lido Advisors
California
$10.3M +$867K +1,738 +10%
UM
519
UniSuper Management
Australia
$10.3M -$369K -740 -4%
GIA
520
Gateway Investment Advisers
Ohio
$10.3M -$1.24M -2,479 -11%
NB
521
NBT Bank
New York
$10.3M +$16K +32 +0.2%
HWM
522
HB Wealth Management
Georgia
$10.1M -$327K -656 -3%
SRC
523
Stone Run Capital
New York
$10.1M +$25K +50 +0.3%
LI
524
LMCG Investments
Massachusetts
$10M -$416K -834 -4%
FHA
525
First Horizon Advisors
Tennessee
$10M +$63.9K +128 +0.7%

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.