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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
27.21%
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 %
FMII
851
Farmers & Merchants Investments Inc
Nebraska
$2.45M +$2.33M +4,419 +1,973%
SBFM
852
S-Bank Fund Management
Finland
$2.45M -$815K -1,545 -25%
PI
853
Pettee Investors
Connecticut
$2.44M -$93.9K -178 -4%
AWS
854
Atria Wealth Solutions
New York
$2.44M -$3.34M -6,326 -58%
WA
855
Waverly Advisors
Alabama
$2.43M +$35.9K +68 +1%
IWA
856
Icon Wealth Advisors
Texas
$2.42M +$1.22M +2,320 +102%
MIA
857
MMBG Investment Advisors
Florida
$2.41M – – –
MWM
858
Mission Wealth Management
California
$2.41M +$13.2K +25 +0.5%
AIM
859
Anchor Investment Management
South Carolina
$2.4M +$107K +202 +5%
CWM
860
Cordatus Wealth Management
Pennsylvania
$2.39M -$4.75K -9 -0.2%
KJHP
861
K.J. Harrison & Partners
Ontario, Canada
$2.39M +$527 +1 +0%
PCP
862
Perbak Capital Partners
United Kingdom
$2.39M +$2.11M +4,002 +761%
MC
863
Machina Capital
France
$2.38M +$434K +823 +22%
FTWA
864
Fifth Third Wealth Advisors
Ohio
$2.38M +$65.9K +125 +3%
WCM
865
Whitener Capital Management
North Carolina
$2.37M +$27.4K +52 +1%
PI
866
PFG Investments
New York
$2.37M +$306K +580 +15%
FFA
867
Farther Finance Advisors
California
$2.35M -$30.1K -57 -1%
PWS
868
Peloton Wealth Strategists
Indiana
$2.32M – – –
GLR
869
Great Lakes Retirement
Ohio
$2.32M +$1.06K +2 +0%
DS
870
DRW Securities
Illinois
$2.31M +$1.73M +3,287 +298%
ACM
871
Ashford Capital Management
Delaware
$2.31M +$172K +326 +8%
AW
872
Alaethes Wealth
Nevada
$2.3M +$84.9K +161 +4%
RB
873
Rodgers Brothers
Pennsylvania
$2.28M – – –
BOSSRA
874
B.O.S.S. Retirement Advisors
Utah
$2.26M -$133K -253 -6%
DCM
875
Decatur Capital Management
Georgia
$2.26M – – –
33 34
35
36 37