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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 %
GWM
1051
Geneos Wealth Management
Colorado
$1.22M -$1.97M -3,743 -62%
GA
1052
GSG Advisors
New Jersey
$1.22M -$19K -36 -2%
RAM
1053
Ramirez Asset Management
New York
$1.21M – – –
SC
1054
Sepio Capital
Utah
$1.21M +$390K +740 +48%
BHPW
1055
Beverly Hills Private Wealth
California
$1.2M -$61.7K -117 -5%
BWP
1056
Barlow Wealth Partners
Kentucky
$1.2M -$75.2K -143 -6%
HR
1057
Howe & Rusling
New York
$1.19M +$22.1K +42 +2%
MP
1058
McDonald Partners
Ohio
$1.18M +$26.2K +49 +2%
FG
1059
Foster Group
Iowa
$1.18M +$10.5K +20 +0.9%
PPWP
1060
Premier Path Wealth Partners
New Jersey
$1.17M +$141K +268 +14%
AWMT
1061
AAFMAA Wealth Management & Trust
North Carolina
$1.17M -$577K -1,095 -33%
CT
1062
Colonial Trust
South Carolina
$1.17M -$33.2K -63 -3%
MC
1063
Moors & Cabot
Massachusetts
$1.16M +$18.5K +35 +2%
HCM
1064
Howard Capital Management
Georgia
$1.16M +$225K +426 +24%
CL
1065
CVFG LLC
Indiana
$1.15M -$1.58K -3 -0.1%
BWM
1066
Baron Wealth Management
Michigan
$1.15M +$23.2K +44 +2%
MOS
1067
MGO One Seven
Ohio
$1.14M -$44.3K -84 -4%
EWM
1068
EPG Wealth Management
Georgia
$1.14M +$68K +129 +6%
BWP
1069
Burling Wealth Partners
Illinois
$1.14M -$147K -278 -11%
GJWM
1070
Gilliland Jeter Wealth Management
Arkansas
$1.13M -$3.69K -7 -0.3%
FA
1071
Faithward Advisors
Pennsylvania
$1.12M -$5.27K -10 -0.5%
SFO
1072
Stenger Family Office
Illinois
$1.12M +$1.12M +2,120 New
PK
1073
Pflug Koory
Nebraska
$1.11M – – –
AG
1074
AlTi Global
New York
$1.1M -$60.9K -115 -5%
SW
1075
SteelPeak Wealth
California
$1.1M -$210K -398 -16%
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