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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
LWCFA
826
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.77M -$30.9K -62 -1%
GI
827
GAMMA Investing
California
$2.76M +$508K +1,017 +24%
WC
828
Waterloo Capital
Texas
$2.76M +$196K +392 +8%
ACM
829
Aquatic Capital Management
Illinois
$2.74M -$11.6M -23,276 -82%
PP
830
Postrock Partners
Oregon
$2.74M
VWM
831
Vivid Wealth Management
Iowa
$2.74M +$14K +28 +0.5%
WP
832
WealthShield Partners
North Carolina
$2.7M +$61.9K +124 +2%
BFC
833
Blue Fin Capital
Rhode Island
$2.69M +$7.99K +16 +0.3%
MK
834
MASTERINVEST Kapitalanlage
$2.69M +$2.54M +5,098 New
AWA
835
Arkadios Wealth Advisors
Georgia
$2.69M +$816K +1,636 +47%
PA
836
Pinnacle Associates
New York
$2.68M +$54.9K +110 +2%
QI
837
Qtron Investments
Massachusetts
$2.67M
BA
838
Bellwether Advisors
Nebraska
$2.66M -$1.1M -2,205 -30%
CCG
839
Chatham Capital Group
Georgia
$2.65M +$236K +473 +10%
WPC
840
Wedmont Private Capital
Pennsylvania
$2.64M +$122K +244 +5%
VFM
841
Viking Fund Management
North Dakota
$2.64M
IEFM
842
IQ EQ Fund Management
Ireland
$2.63M +$20K +40 +0.8%
CGIM
843
Capital Group Investment Management
Singapore
$2.63M -$115K -230 -4%
MG
844
Mather Group
Illinois
$2.62M +$96.3K +193 +4%
HBT
845
Hills Bank & Trust
Iowa
$2.62M -$89.3K -179 -3%
CWP
846
Cyndeo Wealth Partners
Florida
$2.6M +$153K +307 +7%
WWM
847
Western Wealth Management
Colorado
$2.59M +$186K +373 +8%
AIC
848
Argus Investors Counsel
New York
$2.58M -$227K -455 -8%
SG Americas Securities
849
SG Americas Securities
New York
$2.58M +$489K +979 +25%
CWM
850
Chemistry Wealth Management
New York
$2.57M +$53.9K +108 +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.