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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
MC
651
Mount Capital
United Kingdom
$5.92M -$165K -330 -3%
AssetMark Inc
652
AssetMark Inc
California
$5.87M +$1.06M +2,115 +23%
BCM
653
BTC Capital Management
Iowa
$5.87M -$107K -214 -2%
BFG
654
Bleakley Financial Group
New Jersey
$5.81M +$410K +821 +8%
JSP
655
Jackson Square Partners
California
$5.8M -$817K -1,637 -13%
CHAM
656
Clear Harbor Asset Management
Connecticut
$5.76M -$959K -1,922 -15%
PIM
657
Provident Investment Management
Michigan
$5.75M -$240K -480 -4%
CIA
658
Concurrent Investment Advisors
Florida
$5.68M +$267K +535 +5%
KIA
659
Knollwood Investment Advisory
Maryland
$5.59M
AMM
660
American Money Management
California
$5.58M +$2.31M +4,623 +78%
SI
661
Stephens Inc
Arkansas
$5.56M -$290K -581 -5%
EF
662
Empirical Finance
Pennsylvania
$5.55M +$36.4K +73 +0.7%
Squarepoint
663
Squarepoint
New York
$5.49M -$1.91M -3,834 -27%
SAM
664
Sawgrass Asset Management
Florida
$5.48M -$2.34M -4,696 -31%
CCM
665
Coldstream Capital Management
Washington
$5.47M +$586K +1,175 +13%
BBVA
666
Banco Bilbao Vizcaya Argentaria
Spain
$5.46M -$765K -1,533 -13%
RIM
667
Reliant Investment Management
Tennessee
$5.45M -$15K -30 -0.3%
WIM
668
WealthPlan Investment Management
Nebraska
$5.43M +$1.02M +2,051 +25%
BWM
669
BNC Wealth Management
Oregon
$5.42M -$84.3K -169 -2%
GC
670
Guggenheim Capital
Illinois
$5.42M -$3.76M -7,531 -42%
PIM
671
Plato Investment Management
Australia
$5.39M +$1.4M +2,799 +38%
EPIMS
672
Evelyn Partners Investment Management Services
$5.38M +$907K +1,817 +22%
HKAM
673
Horizon Kinetics Asset Management
New York
$5.37M -$2.69M -5,384 -35%
RWM
674
Rockline Wealth Management
New York
$5.34M +$167K +334 +3%
TMAM
675
Tokio Marine Asset Management
Japan
$5.34M +$252K +504 +5%

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.