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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
27.2%
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 %
IEFM
826
IQ EQ Fund Management
Ireland
$2.63M +$21.1K +40 +0.8%
CGIM
827
Capital Group Investment Management
Singapore
$2.63M -$121K -230 -4%
MG
828
Mather Group
Illinois
$2.62M +$102K +193 +4%
HBT
829
Hills Bank & Trust
Iowa
$2.62M -$94.4K -179 -3%
CWP
830
Cyndeo Wealth Partners
Florida
$2.6M +$162K +307 +7%
WWM
831
Western Wealth Management
Colorado
$2.59M +$197K +373 +8%
AIC
832
Argus Investors Counsel
New York
$2.58M -$240K -455 -8%
SG Americas Securities
833
SG Americas Securities
New York
$2.58M +$516K +979 +25%
CWM
834
Chemistry Wealth Management
New York
$2.57M +$56.9K +108 +2%
EW
835
Evoke Wealth
California
$2.56M +$167K +316 +7%
JWM
836
JPL Wealth Management
Colorado
$2.56M +$24.8K +47 +1%
CCG
837
Cypress Capital Group
Florida
$2.55M +$16.3K +31 +0.6%
MIH
838
Meitav Investment House
Israel
$2.54M +$52.1K +100 +2%
NP
839
NorthRock Partners
Minnesota
$2.54M +$171K +325 +7%
CFCI
840
Comprehensive Financial Consultants Institutional
Indiana
$2.52M -$31.1K -59 -1%
EWM
841
Empirical Wealth Management
Washington
$2.51M +$249K +473 +11%
RT
842
Rockland Trust
Massachusetts
$2.51M -$220K -418 -8%
VFA
843
Valeo Financial Advisors
Indiana
$2.5M +$139K +263 +6%
EBT
844
Enterprise Bank & Trust
Massachusetts
$2.49M – – –
TNA
845
True North Advisors
Texas
$2.49M -$275K -521 -10%
CWM
846
Congress Wealth Management
Massachusetts
$2.48M -$350K -664 -12%
MGP
847
M&G plc
United Kingdom
$2.47M +$633K +1,201 +34%
RWP
848
Ridgecrest Wealth Partners
California
$2.46M -$251K -476 -9%
HA
849
Herold Advisors
New York
$2.45M -$375K -711 -13%
SIA
850
SkyView Investment Advisors
New Jersey
$2.45M -$18.7K -36 -0.8%
32 33
34
35 36