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S&P Global
SPGI

Overview Fund Activity

2,030 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 132 funds opening new positions, 791 increasing their positions, 790 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
-19
Holders Change %
-0.93%
% of All Funds
27.21%
Holding in Top 10
78
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.86%
% of All Funds
1.05%
New
132
Increased
791
Reduced
790
Closed
106
Calls
$911M
Puts
$668M
Net Calls
+$243M
Net Calls Change
+$77.5M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$796M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$385M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$240M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$221M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$178M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$490M
2
BlackRock
BlackRock
New York
-$422M
3
Millennium Management
Millennium Management
New York
-$284M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$258M
5
Capital International Investors
Capital International Investors
California
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
SC
726
Settian Capital
New York
$3.91M – – –
VSQM
727
V-Square Quantitative Management
Illinois
$3.89M +$325K +616 +9%
MSK
728
Melissa S. Kampmann
$3.89M -$71.2K -135 -2%
BP
729
Ballentine Partners
Massachusetts
$3.88M -$165K -312 -4%
OIA
730
OneDigital Investment Advisors
Kansas
$3.87M -$134K -254 -3%
LFS
731
Legacy Financial Strategies
Kansas
$3.86M +$35.3K +67 +0.9%
PIWA
732
Prevail Innovative Wealth Advisors
Kansas
$3.83M +$3.83M +7,256 New
TSMHT
733
Thurston Springer Miller Herd & Titak
Indiana
$3.82M +$546K +1,035 +17%
FDS
734
Freedom Day Solutions
Texas
$3.82M -$52.2K -99 -1%
BPA
735
Beacon Pointe Advisors
California
$3.82M +$459K +871 +14%
BFW
736
Brady Family Wealth
Missouri
$3.81M -$26.9K -51 -0.7%
WIM
737
Weitz Investment Management
Nebraska
$3.76M – – –
TFA
738
Teamwork Financial Advisors
Texas
$3.7M -$86K -163 -2%
VPI
739
Value Partners Investments
Manitoba, Canada
$3.69M -$264K -500 -7%
MSA
740
MUFG Securities Americas
New York
$3.67M +$728K +1,381 +25%
FWM
741
Fortress Wealth Management
California
$3.66M – – –
TAM
742
Tocqueville Asset Management
New York
$3.65M +$13.2K +25 +0.4%
CS
743
Cannell & Spears
New York
$3.64M -$68K -129 -2%
IWC
744
Integrated Wealth Concepts
Massachusetts
$3.61M +$1.19M +2,248 +49%
SAM
745
Silvercrest Asset Management
New York
$3.6M -$41.7K -79 -1%
CIM
746
Chapman Investment Management
California
$3.59M +$66.4K +126 +2%
TAP
747
Tounjian Advisory Partners
Florida
$3.59M -$80.3K -158 -2%
MWM
748
Meridian Wealth Management
Kentucky
$3.59M +$71.7K +136 +2%
TIM
749
Tikehau Investment Management
France
$3.59M -$1.63M -3,087 -31%
TPA
750
Trivium Point Advisory
Connecticut
$3.54M -$172K -326 -5%
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