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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
HIMCH
526
Hartford Investment Management Co (HIMCO)
Connecticut
$9.99M -$140K -280 -1%
KA
527
Kintegral Advisory
New York
$9.89M -$13.5K -27 -0.1%
AC
528
Addenda Capital
Quebec, Canada
$9.82M +$803K +1,608 +9%
MGWM
529
Marks Group Wealth Management
Minnesota
$9.76M +$30.9K +62 +0.3%
BFS
530
Bradley Foster & Sargent
Connecticut
$9.7M -$690K -1,382 -7%
NA
531
NewEdge Advisors
Louisiana
$9.63M -$673K -1,349 -7%
Acadian Asset Management
532
Acadian Asset Management
Massachusetts
$9.62M +$2.49M +4,995 +38%
Kovitz Investment Group Partners
533
Kovitz Investment Group Partners
Illinois
$9.61M -$8.49M -17,007 -48%
PAS
534
Park Avenue Securities
New York
$9.6M -$72.9K -146 -0.8%
EDRH
535
Edmond de Rothschild Holding
Switzerland
$9.55M +$587K +1,177 +7%
DC
536
Davenport & Co
Virginia
$9.51M -$281K -563 -3%
PIM
537
Penobscot Investment Management
Massachusetts
$9.49M -$70.9K -142 -0.8%
TF
538
Threadgill Financial
Texas
$9.48M +$4.17M +8,357 +87%
PAM
539
Peninsula Asset Management
Florida
$9.4M +$49.9K +100 +0.6%
HI
540
Horizon Investments
North Carolina
$9.3M +$5.22M +10,464 +146%
AIM
541
Achmea Investment Management
Netherlands
$9.24M
SCM
542
Silvant Capital Management
Georgia
$9.2M -$81.3K -163 -0.9%
Envestnet Portfolio Solutions
543
Envestnet Portfolio Solutions
Illinois
$9.15M -$949K -1,901 -10%
GAM
544
Groupama Asset Management
France
$9.12M +$416K +834 +5%
QCM
545
Qsemble Capital Management
New York
$9.02M +$932K +1,867 +12%
CLGM
546
Capitolis Liquid Global Markets
New York
$9.02M
BCM
547
Brasada Capital Management
Texas
$9M -$166K -332 -2%
CPA
548
Court Place Advisors
Maryland
$8.97M +$17.5K +35 +0.2%
LCM
549
Logan Capital Management
Pennsylvania
$8.97M -$2.23M -4,475 -21%
A
550
Allianz
Germany
$8.84M

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.