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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
ZBNA
676
Zions Bancorporation, National Association
Utah
$5.34M -$632K -1,267 -11%
BIM
677
Baldwin Investment Management
Pennsylvania
$5.33M +$126K +253 +3%
NC
678
NovaPoint Capital
Georgia
$5.31M +$203K +406 +4%
AG
679
AIA Group
Hong Kong
$5.3M -$843K -1,690 -14%
DFCM
680
Dark Forest Capital Management
Puerto Rico
$5.28M +$4.55M +9,109 +1,002%
NMIMC
681
Northwestern Mutual Investment Management Company
Wisconsin
$5.28M -$2.5K -5 -0%
KM
682
KP Management
Minnesota
$5.27M
IBOK
683
Independence Bank of Kentucky
Kentucky
$5.27M -$3.49K -7 -0.1%
CPC
684
Consolidated Planning Corp
Georgia
$5.23M +$148K +297 +3%
PCA
685
Providence Capital Advisors
North Carolina
$5.2M +$4.92M +9,854 New
NCM
686
Nelson Capital Management
California
$5.19M +$63.4K +127 +1%
SFI
687
Siemens Fonds Invest
Germany
$5.15M +$332K +666 +7%
CCFCSB
688
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M
THCM
689
Taylor Hoffman Capital Management
Virginia
$5.13M +$123K +246 +3%
OCBCO
690
Oversea-Chinese Banking Corp (OCBC)
Singapore
$5.11M -$3.86M -7,729 -44%
IMRF
691
Illinois Municipal Retirement Fund
Illinois
$5.1M -$351K -704 -7%
SWP
692
Stratos Wealth Partners
Ohio
$5.09M +$162K +325 +3%
SAM
693
Sompo Asset Management
Japan
$5.04M +$4.99K +10 +0.1%
AI
694
Atom Investors
Texas
$5M -$238K -477 -5%
AA
695
ALPS Advisors
Colorado
$4.99M -$289K -579 -6%
CCM
696
Cinctive Capital Management
New York
$4.94M +$1.9M +3,800 +68%
RC
697
Roundview Capital
New Jersey
$4.91M +$91.3K +183 +2%
BCM
698
Bretton Capital Management
California
$4.9M
DR
699
Davis Rea
Ontario, Canada
$4.88M -$23.5K -47 -0.5%
RWM
700
Ritholtz Wealth Management
New York
$4.86M +$420K +842 +10%

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.