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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 %
TCM
1076
Twin Capital Management
Pennsylvania
$1.09M -$1.59M -3,018 -59%
EP
1077
Edgestream Partners
New Jersey
$1.09M +$276K +524 +34%
WP
1078
WealthPLAN Partners
Nebraska
$1.08M -$963K -1,826 -47%
SMG
1079
Smart Money Group
Texas
$1.08M +$107K +203 +11%
GL
1080
Graypoint LLC
New York
$1.08M -$81.2K -154 -7%
CW
1081
CreativeOne Wealth
Kansas
$1.08M +$145K +274 +15%
CWS
1082
Confluence Wealth Services
Pennsylvania
$1.07M +$17.9K +34 +2%
CBA
1083
Coastal Bridge Advisors
Connecticut
$1.07M +$54.3K +103 +5%
SP
1084
Stonebrook Private
Michigan
$1.07M -$35.3K -67 -3%
PJSIMP
1085
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.07M -$7.38K -14 -0.7%
GSEP
1086
Golden State Equity Partners
California
$1.06M -$61.7K -117 -5%
MCA
1087
Magnolia Capital Advisors
Mississippi
$1.06M -$20.6K -39 -2%
EHC
1088
Everett Harris & Co
California
$1.06M +$321K +608 +44%
BFA
1089
Beaumont Financial Advisors
Massachusetts
$1.05M -$22.1K -42 -2%
SBCM
1090
Silverberg Bernstein Capital Management
New York
$1.05M -$5.75M -10,907 -85%
ITFISA
1091
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.05M – – –
FCP
1092
Fidelis Capital Partners
Florida
$1.05M +$42.2K +75 +4%
IWM
1093
IHT Wealth Management
Illinois
$1.05M +$8.44K +16 +0.8%
SI
1094
Seeds Investor
New York
$1.05M +$24.8K +47 +2%
PDL
1095
Portfolio Design Labs
California
$1.05M -$89.1K -169 -8%
AC
1096
AlphaCore Capital
California
$1.05M +$595K +1,129 +132%
FPAS
1097
Focus Partners Advisor Solutions
Missouri
$1.04M +$26.9K +51 +3%
VAS
1098
Vestmark Advisory Solutions
Massachusetts
$1.04M -$1.19M -2,261 -53%
PMA
1099
Prudent Man Advisors
Illinois
$1.04M -$14.8K -28 -1%
OWA
1100
Outlook Wealth Advisors
Texas
$1.03M +$4.22K +8 +0.4%
42 43
44
45 46