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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 %
SG
1001
StoneX Group
New York
$1.42M -$7.38K -14 -0.5%
TWM
1002
Thrive Wealth Management
Pennsylvania
$1.42M -$11.1K -21 -0.8%
SAG
1003
SageView Advisory Group
California
$1.4M -$91.8K -173 -6%
RIL
1004
Rothschild Investment LLC
Illinois
$1.39M -$13.7K -26 -1%
KHCM
1005
Kirtland Hills Capital Management
Ohio
$1.38M +$178K +337 +15%
GCP
1006
GSA Capital Partners
United Kingdom
$1.37M +$1.37M +2,601 New
BTI
1007
Blue Trust Inc
Georgia
$1.37M +$174K +330 +15%
SC
1008
Stance Capital
Massachusetts
$1.37M +$1.37M +2,597 New
CAG
1009
Csenge Advisory Group
Florida
$1.37M -$35.4K -69 -3%
GWMR
1010
GC Wealth Management RIA
Massachusetts
$1.36M +$1.36M +2,582 New
CSPIA
1011
Cary Street Partners Investment Advisory
Virginia
$1.35M +$26.4K +50 +2%
TP
1012
Tranquility Partners
Tennessee
$1.35M +$105K +199 +8%
PF
1013
Phoenix Financial
Israel
$1.35M +$1.35M +2,588 New
MFGM
1014
Marshall Financial Group (Maryland)
Maryland
$1.34M -$4.77K -9 -0.4%
HBT
1015
Heartland Bank & Trust
Illinois
$1.33M -$27.9K -53 -2%
ECM
1016
Exchange Capital Management
Michigan
$1.33M -$44.3K -84 -3%
FAM
1017
Fulcrum Asset Management
United Kingdom
$1.32M +$1.32M +2,507 New
OIS
1018
Okabena Investment Services
Minnesota
$1.32M – – –
AWP
1019
Accretive Wealth Partners
New Jersey
$1.32M +$13.2K +25 +1%
PWM
1020
Palumbo Wealth Management
New York
$1.31M -$50.1K -95 -4%
MI
1021
Motiv8 Investments
Florida
$1.31M +$128K +242 +11%
CAMG
1022
CWA Asset Management Group
Florida
$1.3M -$7.91K -15 -0.6%
AF
1023
Allworth Financial
California
$1.3M +$226K +429 +21%
WP
1024
Westmount Partners
California
$1.3M +$2.64K +5 +0.2%
CSP
1025
Cary Street Partners
Virginia
$1.3M -$70.1K -133 -5%
39 40
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