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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
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$482M -$1.36M -2,734 -0.3%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$482M +$227M +454,842 +99%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$479M -$9.27M -18,577 -2%
AIM
54
Allen Investment Management
New York
$451M -$27.1M -54,205 -6%
Temasek Holdings
55
Temasek Holdings
Singapore
$443M +$26.1M +52,285 +7%
Capital World Investors
56
Capital World Investors
California
$438M +$39.6M +79,389 +11%
Baillie Gifford & Co
57
Baillie Gifford & Co
United Kingdom
$408M -$11.2M -22,519 -3%
Bank Julius Baer & Co
58
Bank Julius Baer & Co
Switzerland
$401M -$2.88M -5,762 -0.8%
Dimensional Fund Advisors
59
Dimensional Fund Advisors
Texas
$393M -$6.91M -13,849 -2%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$388M -$8.48M -17,000 -2%
Sumitomo Mitsui Trust Group
61
Sumitomo Mitsui Trust Group
Japan
$386M -$688K -1,378 -0.2%
American Century Companies
62
American Century Companies
Missouri
$385M -$13.1M -26,306 -3%
Fiera Capital (Canada)
63
Fiera Capital (Canada)
Quebec, Canada
$381M -$7.88M -15,781 -2%
Flossbach Von Storch
64
Flossbach Von Storch
Germany
$380M -$1.76M -3,523 -0.5%
Nordea Investment Management
65
Nordea Investment Management
Sweden
$379M +$9.49M +19,008 +3%
Loomis, Sayles & Company
66
Loomis, Sayles & Company
Massachusetts
$358M +$1.22M +2,440 +0.4%
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$353M -$1.92M -3,853 -0.6%
California Public Employees Retirement System
68
California Public Employees Retirement System
California
$333M +$7.78M +15,587 +3%
Corient Private Wealth
69
Corient Private Wealth
Florida
$331M -$8.19M -16,409 -3%
PAM
70
PineStone Asset Management
Quebec, Canada
$326M -$2.33M -4,660 -0.7%
Qube Research & Technologies (QRT)
71
Qube Research & Technologies (QRT)
United Kingdom
$325M +$133M +266,631 +76%
RG
72
Rathbones Group
United Kingdom
$323M +$11.5M +23,056 +4%
Lazard Asset Management
73
Lazard Asset Management
New York
$321M +$39.5M +79,190 +15%
Artisan Partners
74
Artisan Partners
Wisconsin
$320M -$45.6M -91,359 -13%
Bessemer Group
75
Bessemer Group
New Jersey
$317M +$5.74M +11,510 +2%

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.