SPGI icon

S&P Global

2,044 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 793 increasing their positions, 794 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $133B → $140B (+$6.47B)

0% less repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 794

1% less funds holding

Funds holding: 2,0552,044 (-11)

Holders
2,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$911M
Puts
$668M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GLR
876
Great Lakes Retirement
Ohio
$2.32M
DS
877
DRW Securities
Illinois
$2.31M
ACM
878
Ashford Capital Management
Delaware
$2.31M
AW
879
Alaethes Wealth
Nevada
$2.3M
RB
880
Rodgers Brothers
Pennsylvania
$2.28M
BOSSRA
881
B.O.S.S. Retirement Advisors
Utah
$2.26M
DCM
882
Decatur Capital Management
Georgia
$2.26M
LAIC
883
Lederer & Associates Investment Counsel
California
$2.25M
LCM
884
Landscape Capital Management
New Jersey
$2.25M
LA
885
LVW Advisors
New York
$2.25M
BIG
886
Brooklyn Investment Group
New York
$2.23M
ICM
887
IMS Capital Management
Oregon
$2.22M
PWM
888
Perigon Wealth Management
California
$2.22M
AAIM
889
Asset Advisors Investment Management
Georgia
$2.21M
CIC
890
Chilton Investment Company
Connecticut
$2.18M
BOH
891
Bank of Hawaii
Hawaii
$2.18M
NW
892
NewEdge Wealth
Pennsylvania
$2.18M
EM
893
Excalibur Management
Massachusetts
$2.15M
QWM
894
Quadcap Wealth Management
Texas
$2.14M
OTL
895
Oak Thistle LLC
New York
$2.13M
SFG
896
SevenBridge Financial Group
Pennsylvania
$2.13M
PCM
897
Parsons Capital Management
Rhode Island
$2.13M
BJL
898
Brighton Jones LLC
Washington
$2.13M
SAM
899
Smartleaf Asset Management
Massachusetts
$2.11M
FHA
900
Flagship Harbor Advisors
Massachusetts
$2.1M