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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
CTA
626
Colonial Trust Advisors
South Carolina
$6.25M -$63.4K -127 -1%
PMWMG
627
Parr McKnight Wealth Management Group
Minnesota
$6.25M +$196K +393 +3%
IAA
628
Independent Advisor Alliance
North Carolina
$6.24M +$302K +605 +5%
CPCPP
629
Canada Post Corporation Pension Plan
Canada
$6.23M +$5.9M +11,816 New
ASN
630
Advisory Services Network
Georgia
$6.22M +$789K +1,581 +16%
VA
631
Vident Advisory
Georgia
$6.21M +$1.43M +2,862 +32%
CIC
632
Cutler Investment Counsel
Oregon
$6.21M -$499 -1 -0%
IIM
633
INTECH Investment Management
Florida
$6.2M -$195K -391 -3%
CTA
634
Chesley Taft & Associates
Illinois
$6.2M -$24K -48 -0.4%
ALMGDA
635
AG2R La Mondiale Gestion d'Actifs
France
$6.19M
SB
636
SIG Brokerage
New York
$6.16M +$302K +605 +5%
TAMH
637
Taikang Asset Management (HK)
Hong Kong
$6.13M
AMI
638
Amica Mutual Insurance
Rhode Island
$6.09M
EAMA
639
EFG Asset Management (Americas)
Florida
$6.08M -$17.5K -35 -0.3%
FCH
640
Freestone Capital Holdings
Washington
$6.06M -$57.4K -115 -1%
PA
641
PFG Advisors
Arizona
$6.06M +$821K +1,646 +17%
GL
642
GHE LLC
Tennessee
$6.05M -$912K -1,827 -14%
KWM
643
Kingsview Wealth Management
Oregon
$6.05M -$4.57M -9,164 -44%
NRS
644
Neville Rodie & Shaw
New York
$6.02M
AF
645
Alerus Financial
North Dakota
$6.01M -$26.9K -54 -0.5%
LOAMS
646
Lombard Odier Asset Management (Switzerland)
Switzerland
$6M -$224K -449 -4%
NO
647
Ninety One
South Africa
$5.98M +$60.4K +121 +1%
DSC
648
Duncker Streett & Co
Missouri
$5.97M -$35.9K -72 -0.6%
AAM
649
Azzad Asset Management
Virginia
$5.92M +$75.9K +152 +1%
CM
650
Columbus Macro
Pennsylvania
$5.92M +$380K +762 +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.