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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 %
CAM
1026
Carret Asset Management
New York
$1.3M -$2.64K -5 -0.2%
DAM
1027
Deltec Asset Management
New York
$1.29M +$1.29M +2,450 New
AFG
1028
Atomi Financial Group
New York
$1.29M +$329K +623 +34%
Members Trust
1029
Members Trust
Florida
$1.29M +$143K +271 +13%
CFFP
1030
Center for Financial Planning
Michigan
$1.29M – – –
PA
1031
Procyon Advisors
Connecticut
$1.28M -$580K -1,100 -31%
SGA
1032
Strategic Global Advisors
California
$1.28M +$50.6K +96 +4%
GRP
1033
Global Retirement Partners
California
$1.28M +$1.28M +2,431 New
WS
1034
Wedbush Securities
California
$1.28M +$146K +277 +13%
SFP
1035
Shepherd Financial Partners
Massachusetts
$1.28M +$8.96K +17 +0.7%
CAM
1036
Congress Asset Management
Massachusetts
$1.28M – – –
RIA
1037
Regal Investment Advisors
Michigan
$1.27M +$63.3K +120 +5%
SQA
1038
Simon Quick Advisors
New Jersey
$1.27M +$27.4K +52 +2%
GFP
1039
Gryphon Financial Partners
Ohio
$1.27M +$240K +455 +23%
CBUSF
1040
Construction & Building Unions Superannuation Fund
Australia
$1.27M +$105K +200 +9%
VWM
1041
Venturi Wealth Management
Texas
$1.26M -$61.2K -116 -5%
AF
1042
Advisornet Financial
Minnesota
$1.26M -$97.5K -185 -7%
WSFS
1043
Wilmington Savings Fund Society
Delaware
$1.25M -$902K -1,710 -42%
GM
1044
GeoWealth Management
Illinois
$1.25M -$617K -1,171 -33%
DL
1045
DOHJ LLC
Washington
$1.25M -$1.1M -2,332 -47%
LC
1046
Lincoln Capital
Nebraska
$1.24M – – –
BAAM
1047
Baker Avenue Asset Management
California
$1.23M -$119K -225 -9%
AG
1048
Algert Global
California
$1.23M -$576K -1,092 -32%
PWPS
1049
Pinnacle Wealth Planning Services
Ohio
$1.23M +$25.8K +49 +2%
FNC
1050
First National Corp
Massachusetts
$1.23M -$527 -1 -0%
40 41
42
43 44