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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
VI
776
Vestcor Inc
New Brunswick, Canada
$3.38M +$149K +298 +5%
RSWM
777
Robertson Stephens Wealth Management
California
$3.36M +$709K +1,420 +29%
APWM
778
Argonautica Private Wealth Management
Massachusetts
$3.36M -$83.3K -167 -3%
MADR
779
Milestones Administradora de Recursos
Brazil
$3.35M
VCM
780
Voleon Capital Management
California
$3.35M -$3.24M -6,500 -51%
FRA
781
Frank Rimerman Advisors
California
$3.35M +$400K +801 +14%
A
782
Argentarii
Ohio
$3.32M -$72.9K -146 -2%
MAS
783
Meeder Advisory Services
Ohio
$3.32M +$135K +270 +4%
NC
784
Northcape Capital
Australia
$3.3M +$3.13M +6,265 New
GAG
785
Goodman Advisory Group
Massachusetts
$3.3M +$1.73M +3,472 +125%
SIA
786
Soltis Investment Advisors
Utah
$3.29M +$2.84M +5,687 +1,025%
RCA
787
Resonant Capital Advisors
Wisconsin
$3.28M +$285K +572 +10%
WSC
788
Wellington Shields & Co
New York
$3.27M -$200K -400 -6%
FFA
789
First Foundation Advisors
California
$3.27M -$1.72M -3,448 -36%
CAC
790
Certified Advisory Corp
Florida
$3.25M -$38.4K -77 -1%
TCOV
791
Trust Company of Vermont
Vermont
$3.25M +$11K +22 +0.4%
CIAS
792
CFS Investment Advisory Services
New Jersey
$3.24M -$90.8K -182 -3%
MAM
793
Magellan Asset Management
Australia
$3.23M
TYCC
794
Texas Yale Capital Corp
Florida
$3.21M +$46.9K +94 +2%
PA
795
Parallel Advisors
California
$3.2M +$157K +314 +5%
WJWM
796
Williams Jones Wealth Management
New York
$3.18M -$63.9K -128 -2%
MYLI
797
Meiji Yasuda Life Insurance
Japan
$3.17M -$15.9M -31,956 -84%
WR
798
WD Rutherford
Oregon
$3.16M -$162K -324 -5%
CSIC
799
Clifford Swan Investment Counsel
California
$3.15M -$19.5K -39 -0.6%
CI
800
Ceera Investments
Texas
$3.14M -$5.99K -12 -0.2%

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.