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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
LTAS
601
Linden Thomas Advisory Services
North Carolina
$7.11M +$1.31M +2,632 +24%
SH
602
SeaTown Holdings
Singapore
$7.09M -$569K -1,140 -8%
AIP
603
Ameritas Investment Partners
Nebraska
$7.01M +$6.99K +14 +0.1%
EOJOAM
604
E. Ohman J:or Asset Management
Sweden
$6.97M -$281K -564 -4%
CIA
605
Choate Investment Advisors
Massachusetts
$6.95M +$12K +24 +0.2%
CAM
606
Clio Asset Management
Virginia
$6.95M -$51.9K -104 -0.8%
NRG
607
Nemes Rush Group
Michigan
$6.93M -$1.49M -2,978 -18%
AP
608
Americana Partners
Texas
$6.91M -$449K -900 -6%
AC
609
AMS Capital
Brazil
$6.88M +$2.92M +5,845 +81%
LGWM
610
Litman Gregory Wealth Management
California
$6.77M -$50.4K -101 -0.8%
BHCM
611
Brevan Howard Capital Management
Jersey
$6.71M +$6.35M +12,731 New
ST
612
Sentinel Trust
Texas
$6.71M
SAM
613
Synergy Asset Management
Washington
$6.66M +$248K +497 +4%
BZWA
614
Blue Zone Wealth Advisors
California
$6.63M +$150K +301 +2%
MCM
615
MAI Capital Management
Ohio
$6.6M +$386K +773 +7%
DAS
616
Dynamic Advisor Solutions
Arizona
$6.57M +$366K +733 +6%
KAS
617
Kestra Advisory Services
Texas
$6.44M -$68.4K -137 -1%
KIA
618
KCM Investment Advisors
California
$6.41M -$430K -861 -7%
IMCOOI
619
Investment Management Corp of Ontario (IMCO)
Canada
$6.39M -$649K -1,300 -10%
GP
620
Geneva Partners
Wisconsin
$6.34M -$796K -1,594 -12%
MWA
621
Meridian Wealth Advisors
Texas
$6.33M +$151K +303 +3%
SF
622
Summit Financial
New Jersey
$6.3M +$309K +619 +5%
CI
623
CX Institutional
Indiana
$6.28M +$356K +713 +6%
SHFA
624
SS&H Financial Advisors
Michigan
$6.27M
SWM
625
Spire Wealth Management
Virginia
$6.27M -$3.36M -6,727 -36%

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.