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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
EW
851
Evoke Wealth
California
$2.56M +$158K +316 +7%
JWM
852
JPL Wealth Management
Colorado
$2.56M +$23.5K +47 +1%
CCG
853
Cypress Capital Group
Florida
$2.55M +$15.5K +31 +0.6%
MIH
854
Meitav Investment House
Israel
$2.54M +$49.9K +100 +2%
NP
855
NorthRock Partners
Minnesota
$2.54M +$162K +325 +7%
CFCI
856
Comprehensive Financial Consultants Institutional
Indiana
$2.52M -$29.4K -59 -1%
EWM
857
Empirical Wealth Management
Washington
$2.51M +$236K +473 +11%
RT
858
Rockland Trust
Massachusetts
$2.51M -$209K -418 -8%
VFA
859
Valeo Financial Advisors
Indiana
$2.5M +$131K +263 +6%
EBT
860
Enterprise Bank & Trust
Massachusetts
$2.49M
TNA
861
True North Advisors
Texas
$2.49M -$260K -521 -10%
CWM
862
Congress Wealth Management
Massachusetts
$2.48M -$331K -664 -12%
MGP
863
M&G plc
United Kingdom
$2.47M +$599K +1,201 +34%
ASBI
864
American State Bank (Iowa)
Iowa
$2.46M +$24K +48 +1%
RWP
865
Ridgecrest Wealth Partners
California
$2.46M -$238K -476 -9%
HA
866
Herold Advisors
New York
$2.45M -$355K -711 -13%
SIA
867
SkyView Investment Advisors
New Jersey
$2.45M -$18K -36 -0.8%
FMII
868
Farmers & Merchants Investments Inc
Nebraska
$2.45M +$2.21M +4,419 +1,973%
SBFM
869
S-Bank Fund Management
Finland
$2.45M -$771K -1,545 -25%
PI
870
Pettee Investors
Connecticut
$2.44M -$88.8K -178 -4%
AWS
871
Atria Wealth Solutions
New York
$2.44M -$3.16M -6,326 -58%
WA
872
Waverly Advisors
Alabama
$2.43M +$33.9K +68 +1%
IWA
873
Icon Wealth Advisors
Texas
$2.42M +$1.16M +2,320 +102%
MIA
874
MMBG Investment Advisors
Florida
$2.41M
MWM
875
Mission Wealth Management
California
$2.41M +$12.5K +25 +0.5%

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.