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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
WIM
751
Weitz Investment Management
Nebraska
$3.76M
TFA
752
Teamwork Financial Advisors
Texas
$3.7M -$81.3K -163 -2%
VPI
753
Value Partners Investments
Manitoba, Canada
$3.69M -$250K -500 -7%
MSA
754
MUFG Securities Americas
New York
$3.67M +$689K +1,381 +25%
FWM
755
Fortress Wealth Management
California
$3.66M
TAM
756
Tocqueville Asset Management
New York
$3.65M +$12.5K +25 +0.4%
CS
757
Cannell & Spears
New York
$3.64M -$64.4K -129 -2%
IWC
758
Integrated Wealth Concepts
Massachusetts
$3.61M +$1.12M +2,248 +49%
SAM
759
Silvercrest Asset Management
New York
$3.6M -$39.4K -79 -1%
CIM
760
Chapman Investment Management
California
$3.59M +$62.9K +126 +2%
TAP
761
Tounjian Advisory Partners
Florida
$3.59M -$78.9K -158 -2%
MWM
762
Meridian Wealth Management
Kentucky
$3.59M +$67.9K +136 +2%
TIM
763
Tikehau Investment Management
France
$3.59M -$1.54M -3,087 -31%
TPA
764
Trivium Point Advisory
Connecticut
$3.54M -$163K -326 -5%
TRCT
765
Tower Research Capital (TRC)
New York
$3.54M -$2.2M -4,412 -40%
AAP
766
Arax Advisory Partners
Colorado
$3.52M +$270K +541 +9%
PAS
767
Point72 Asia (Singapore)
Singapore
$3.49M +$3.31M +6,626 New
PCIA
768
Prime Capital Investment Advisors
Kansas
$3.49M -$1.41M -2,820 -30%
OC
769
Oppenheimer & Co
New York
$3.48M +$31.4K +63 +1%
ECM
770
Everence Capital Management
Indiana
$3.47M -$454K -910 -12%
FAM
771
Fulcrum Asset Management
United Kingdom
$3.45M +$3.27M +6,550 New
LJAC
772
L.J. Altfest & Co
New York
$3.43M -$55.9K -112 -2%
PWAM
773
Papamarkou Wellner Asset Management
New York
$3.42M +$35.4K +71 +1%
WG
774
Winton Group
United Kingdom
$3.41M +$3.23M +6,466 New
KNW
775
Kesler Norman & Wride
Utah
$3.4M -$18.5K -37 -0.6%

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.