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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 %
LAIC
876
Lederer & Associates Investment Counsel
California
$2.25M -$25.3K -48 -1%
LCM
877
Landscape Capital Management
New Jersey
$2.25M +$1.4M +2,658 +165%
LA
878
LVW Advisors
New York
$2.25M +$442K +838 +24%
BIG
879
Brooklyn Investment Group
New York
$2.23M +$749K +1,669 +50%
ICM
880
IMS Capital Management
Oregon
$2.22M – – –
PWM
881
Perigon Wealth Management
California
$2.22M -$58K -110 -3%
AAIM
882
Asset Advisors Investment Management
Georgia
$2.21M +$491K +932 +29%
CIC
883
Chilton Investment Company
Connecticut
$2.18M +$100K +190 +5%
BOH
884
Bank of Hawaii
Hawaii
$2.18M -$53.8K -102 -2%
NW
885
NewEdge Wealth
Pennsylvania
$2.18M -$65.4K -117 -3%
EM
886
Excalibur Management
Massachusetts
$2.15M – – –
QWM
887
Quadcap Wealth Management
Texas
$2.14M -$20.6K -39 -1%
OTL
888
Oak Thistle LLC
New York
$2.13M +$2.13M +4,044 New
SFG
889
SevenBridge Financial Group
Pennsylvania
$2.13M +$764K +1,367 +56%
PCM
890
Parsons Capital Management
Rhode Island
$2.13M -$19K -36 -0.9%
BJL
891
Brighton Jones LLC
Washington
$2.13M +$420K +796 +25%
SAM
892
Smartleaf Asset Management
Massachusetts
$2.11M -$47.1K -91 -2%
FHA
893
Flagship Harbor Advisors
Massachusetts
$2.1M -$527 -1 -0%
BAM
894
Belpointe Asset Management
Nevada
$2.09M -$73.8K -140 -3%
RMDI
895
R.M. Davis Inc
Maine
$2.08M +$282K +534 +16%
KAM
896
Karani Asset Management
New York
$2.08M +$818K +1,552 +65%
PA
897
Profund Advisors
Maryland
$2.08M -$241K -458 -10%
FC
898
FORA Capital
Florida
$2.07M +$2.07M +3,918 New
PTC
899
Private Trust Company
Ohio
$2.04M -$13.2K -25 -0.6%
PS
900
Principal Securities
Iowa
$2.03M +$133K +252 +7%
34 35
36
37 38