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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
OAM
701
Ostrum Asset Management
France
$4.81M -$122K -245 -3%
CCG
702
Cloverfields Capital Group
Minnesota
$4.79M +$7.99K +16 +0.2%
AG
703
Ascent Group
Virginia
$4.77M +$20K +40 +0.4%
BAM
704
Bell Asset Management
Australia
$4.73M -$1.21M -2,422 -21%
SCM
705
Shelton Capital Management
Colorado
$4.71M +$476K +953 +12%
SI
706
Sava Infond
Slovenia
$4.67M
PFS
707
Prospera Financial Services
Texas
$4.66M +$254K +508 +6%
PAG
708
Private Advisor Group
New Jersey
$4.66M +$374K +750 +9%
SIM
709
Sterling Investment Management
Arizona
$4.66M +$872K +1,748 +25%
VanEck Associates
710
VanEck Associates
New York
$4.63M +$132K +264 +3%
ACA
711
Aptus Capital Advisors
Alabama
$4.59M +$1.65M +3,308 +61%
FFM
712
Fisher Funds Management
New Zealand
$4.57M
TBA
713
Tower Bridge Advisors
Pennsylvania
$4.56M +$14.5K +29 +0.3%
STA
714
Summit Trail Advisors
New York
$4.55M +$1.07M +2,139 +33%
WFG
715
Wills Financial Group
Virginia
$4.54M -$249K -498 -5%
KRSITF
716
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.49M -$294K -590 -6%
SFA
717
Sequoia Financial Advisors
Ohio
$4.49M +$752K +1,506 +22%
QCG
718
Quadrant Capital Group
Ohio
$4.46M +$785K +1,572 +23%
WM
719
Whitford Management
New York
$4.45M +$709K +1,421 +20%
GIM
720
Generate Investment Management
New Zealand
$4.43M +$4.19M +8,396 New
CCM
721
Corsair Capital Management
New York
$4.38M -$18K -36 -0.4%
DI
722
Diligent Investors
California
$4.35M
SC
723
Scholtz & Company
Connecticut
$4.34M -$22.5K -45 -0.5%
PWP
724
Private Wealth Partners
California
$4.28M +$64.9K +130 +2%
FNBOMD
725
First National Bank of Mount Dora
Florida
$4.27M -$56.9K -114 -1%

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.