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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
27.2%
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 %
BTW
926
Boston Trust Walden
Massachusetts
$1.8M +$139K +263 +8%
CWMK
927
Caliber Wealth Management (Kansas)
Kansas
$1.8M +$11.6K +22 +0.7%
TE
928
Tema ETFs
New York
$1.79M -$666K -1,264 -27%
FWP
929
Forefront Wealth Partners
Texas
$1.79M +$878K +1,713 +96%
TAM
930
Tealwood Asset Management
Minnesota
$1.79M -$51.1K -97 -3%
UAS
931
United Asset Strategies
New York
$1.78M +$16.9K +32 +1%
QPBE
932
Quintet Private Bank (Europe)
Luxembourg
$1.77M +$84.4K +160 +5%
JCM
933
Jacobi Capital Management
Pennsylvania
$1.77M +$244K +463 +16%
FPCP
934
Fort Point Capital Partners
California
$1.73M +$24.3K +46 +1%
EWM
935
Evercore Wealth Management
New York
$1.73M +$2.11K +4 +0.1%
SC
936
Syon Capital
California
$1.72M +$62.8K +119 +4%
CAU
937
Caxton Associates (UK)
$1.71M +$1.31M +2,478 +326%
SWM
938
Silverlake Wealth Management
Vermont
$1.7M -$326K -618 -16%
NWMG
939
Nicholson Wealth Management Group
South Carolina
$1.7M +$40.1K +76 +2%
MSFS
940
Main Street Financial Solutions
Pennsylvania
$1.69M +$249K +472 +17%
DWT
941
Dorsey & Whitney Trust
South Dakota
$1.69M -$98.1K -186 -5%
WA
942
Wealth Alliance
New York
$1.67M -$54.8K -104 -3%
CC
943
Citrine Capital
California
$1.66M – – –
BRWA
944
B. Riley Wealth Advisors
Florida
$1.65M +$1.65M +3,128 New
CA
945
Commerzbank Aktiengesellschaft
Germany
$1.65M -$29K -55 -2%
RMCM
946
Reynders McVeigh Capital Management
Massachusetts
$1.64M +$2.64K +5 +0.2%
FFM
947
Forum Financial Management
Illinois
$1.63M +$63.3K +120 +4%
CCA
948
Checchi Capital Advisers
California
$1.63M -$1.58K -3 -0.1%
NAM
949
NorthCrest Asset Manangement
Minnesota
$1.62M +$458K +865 +39%
ONB
950
Old National Bancorp
Indiana
$1.62M -$82.3K -156 -5%
36 37
38
39 40