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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
CBT
551
Central Bank & Trust
Kentucky
$8.78M -$195K -391 -2%
CA
552
Clearstead Advisors
Ohio
$8.78M +$419K +839 +5%
LSERS
553
Louisiana State Employees Retirement System
Louisiana
$8.75M -$150K -300 -2%
OBGC
554
O'Brien Greene & Co
Pennsylvania
$8.75M -$249K -499 -3%
EGA
555
Eagle Global Advisors
Texas
$8.7M
SAM
556
Securian Asset Management
Minnesota
$8.69M -$92.3K -185 -1%
BPC
557
Banque Pictet & Cie
Switzerland
$8.62M +$105K +210 +1%
GIBU
558
Gulf International Bank (UK)
United Kingdom
$8.56M -$982K -1,968 -11%
TAM
559
Thematics Asset Management
France
$8.55M +$200K +400 +3%
RBA
560
Richard Bernstein Advisors
New York
$8.38M -$431K -864 -5%
BCV
561
Banque Cantonale Vaudoise
Switzerland
$8.27M +$794K +1,590 +11%
TI
562
Trexquant Investment
Connecticut
$8.27M +$6.8M +13,623 +664%
HFS
563
Haverford Financial Services
Pennsylvania
$8.19M -$3.52M -7,063 -31%
JCM
564
Janney Capital Management
Pennsylvania
$8.18M -$149K -299 -2%
ATPW
565
Ashton Thomas Private Wealth
Arizona
$8.16M +$557K +1,116 +8%
ZAM
566
Zevin Asset Management
Massachusetts
$8.12M -$80.4K -161 -1%
NAAA
567
New Age Alpha Advisors
New York
$8.1M +$948K +1,900 +14%
CICC
568
Capital Investment Counsel (Colorado)
Colorado
$8.08M -$220K -441 -3%
IG
569
ING Group
Netherlands
$8M -$1.97M -3,948 -21%
BI
570
Berkeley Inc
Idaho
$7.95M +$3.08M +6,175 +69%
BBA
571
Baader Bank Aktiengesellschaft
Germany
$7.94M +$747K +1,496 +11%
BCP
572
Bluegrass Capital Partners
Florida
$7.91M +$7.49M +15,000 New
MSRPS
573
Maryland State Retirement & Pension System
Maryland
$7.87M +$144K +289 +2%
NMERB
574
New Mexico Educational Retirement Board
New Mexico
$7.85M
BDL
575
Banque de Luxembourg
Luxembourg
$7.79M -$28.9K -58 -0.4%

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.