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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 %
MAM
901
Madison Asset Management
Wisconsin
$2.01M -$88.6K -168 -4%
HPIA
902
Hamilton Point Investment Advisors
North Carolina
$2.01M – – –
IUHSA
903
Itau Unibanco Holding S.A.
Brazil
$2M +$2M +3,800 New
PCM
904
Penserra Capital Management
California
$2M +$293K +555 +17%
GIA
905
Guyasuta Investment Advisors
Pennsylvania
$2M -$6.86K -13 -0.3%
LWL
906
Leo Wealth LLC
Texas
$1.99M +$1.47M +2,779 +278%
IW
907
IronOak Wealth
Texas
$1.99M +$1.99M +3,769 New
OWP
908
Obermeyer Wealth Partners
Colorado
$1.99M +$32.2K +61 +2%
ECM
909
Evergreen Capital Management
Washington
$1.97M +$428K +811 +28%
AT
910
American Trust
Kentucky
$1.97M +$383K +727 +24%
WBC
911
Westpac Banking Corp
Australia
$1.96M – – –
PTP
912
Platform Technology Partners
New York
$1.95M +$52.7K +100 +3%
TAM
913
Trust Asset Management
Texas
$1.93M – – –
EH
914
Equitable Holdings
New York
$1.9M +$157K +298 +9%
DAS
915
Diversify Advisory Services
Utah
$1.9M +$1.41M +2,521 +288%
BWM
916
BKM Wealth Management
Wisconsin
$1.9M -$91.7K -174 -5%
AA
917
ABC Arbitrage
France
$1.89M +$1.89M +3,592 New
CFG
918
Citizens Financial Group
Rhode Island
$1.87M +$287K +545 +18%
VA
919
VestGen Advisors
Illinois
$1.87M -$148K -281 -7%
GKIM
920
GW&K Investment Management
Massachusetts
$1.86M -$776K -1,472 -29%
MA
921
Montag & Associates
Georgia
$1.85M -$257K -487 -12%
BPAMU
922
BTG Pactual Asset Management US
New York
$1.83M +$1.83M +3,476 New
AWA
923
Aaron Wealth Advisors
Illinois
$1.83M +$22.1K +42 +1%
KIM
924
Kestra Investment Management
Texas
$1.83M +$585K +1,138 +47%
BCM
925
Barden Capital Management
Texas
$1.82M -$46.4K -88 -2%
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37
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