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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
FWTB
726
First Western Trust Bank
Colorado
$4.24M -$84.8K -170 -2%
TC
727
TownSquare Capital
Utah
$4.24M -$7.08M -14,194 -64%
KFBMI
728
Kentucky Farm Bureau Mutual Insurance
Kentucky
$4.22M
WHAM
729
Windmill Hill Asset Management
United Kingdom
$4.2M +$579K +1,160 +17%
BG
730
BDF Gestion
France
$4.17M -$430K -862 -10%
UB
731
UMB Bank
Missouri
$4.16M -$42.9K -86 -1%
P
732
Pitcairn
Pennsylvania
$4.06M -$1.86M -3,732 -33%
SC
733
Scotia Capital
Ontario, Canada
$4.06M +$199K +398 +5%
BFA
734
Brendel Financial Advisors
New Hampshire
$4.05M +$34.9K +70 +0.9%
MCB
735
Morton Community Bank
Illinois
$4.02M +$107K +215 +3%
PMAM
736
Picton Mahoney Asset Management
Ontario, Canada
$4.02M -$120K -240 -3%
WCA
737
Waratah Capital Advisors
Ontario, Canada
$4M -$14.9M -29,771 -80%
CTC
738
Central Trust Company
Missouri
$3.94M -$83.8K -168 -2%
S
739
SignatureFD
Georgia
$3.93M +$45.9K +92 +1%
SC
740
Settian Capital
New York
$3.91M
VSQM
741
V-Square Quantitative Management
Illinois
$3.89M +$307K +616 +9%
MSK
742
Melissa S. Kampmann
$3.89M -$67.4K -135 -2%
BP
743
Ballentine Partners
Massachusetts
$3.88M -$156K -312 -4%
OIA
744
OneDigital Investment Advisors
Kansas
$3.87M -$127K -254 -3%
LFS
745
Legacy Financial Strategies
Kansas
$3.86M +$33.4K +67 +0.9%
PIWA
746
Prevail Innovative Wealth Advisors
Kansas
$3.83M +$3.62M +7,256 New
TSMHT
747
Thurston Springer Miller Herd & Titak
Indiana
$3.82M +$517K +1,035 +17%
FDS
748
Freedom Day Solutions
Texas
$3.82M -$49.4K -99 -1%
BPA
749
Beacon Pointe Advisors
California
$3.82M +$435K +871 +14%
BFW
750
Brady Family Wealth
Missouri
$3.81M -$25.5K -51 -0.7%

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.