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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 132 funds opening new positions, 791 increasing their positions, 790 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
-19
Holders Change %
-0.93%
% 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
132
Increased
791
Reduced
790
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 %
SAM
601
Synergy Asset Management
Washington
$6.66M +$262K +497 +4%
BZWA
602
Blue Zone Wealth Advisors
California
$6.63M +$159K +301 +2%
MCM
603
MAI Capital Management
Ohio
$6.6M +$408K +773 +7%
DAS
604
Dynamic Advisor Solutions
Arizona
$6.57M +$387K +733 +6%
KAS
605
Kestra Advisory Services
Texas
$6.44M -$72.2K -137 -1%
KIA
606
KCM Investment Advisors
California
$6.41M -$454K -861 -7%
IMCOOI
607
Investment Management Corp of Ontario (IMCO)
Canada
$6.39M -$685K -1,300 -10%
GP
608
Geneva Partners
Wisconsin
$6.34M -$841K -1,594 -12%
MWA
609
Meridian Wealth Advisors
Texas
$6.33M +$160K +303 +3%
SF
610
Summit Financial
New Jersey
$6.3M +$326K +619 +5%
CI
611
CX Institutional
Indiana
$6.28M +$376K +713 +6%
SHFA
612
SS&H Financial Advisors
Michigan
$6.27M – – –
SWM
613
Spire Wealth Management
Virginia
$6.27M -$3.47M -6,727 -36%
CTA
614
Colonial Trust Advisors
South Carolina
$6.25M -$67K -127 -1%
PMWMG
615
Parr McKnight Wealth Management Group
Minnesota
$6.25M +$207K +393 +3%
IAA
616
Independent Advisor Alliance
North Carolina
$6.24M +$319K +605 +5%
CPCPP
617
Canada Post Corporation Pension Plan
Canada
$6.23M +$6.23M +11,816 New
ASN
618
Advisory Services Network
Georgia
$6.22M +$871K +1,581 +16%
VA
619
Vident Advisory
Georgia
$6.21M +$1.51M +2,862 +32%
CIC
620
Cutler Investment Counsel
Oregon
$6.21M -$527 -1 -0%
IIM
621
INTECH Investment Management
Florida
$6.2M -$206K -391 -3%
CTA
622
Chesley Taft & Associates
Illinois
$6.2M -$25.3K -48 -0.4%
ALMGDA
623
AG2R La Mondiale Gestion d'Actifs
France
$6.19M – – –
SB
624
SIG Brokerage
New York
$6.16M +$319K +605 +5%
TAMH
625
Taikang Asset Management (HK)
Hong Kong
$6.13M – – –
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