SPGI icon

S&P Global

2,044 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 793 increasing their positions, 794 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $133B → $140B (+$6.47B)

0% less repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 794

1% less funds holding

Funds holding: 2,0552,044 (-11)

Holders
2,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$911M
Puts
$668M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FA
1076
Faithward Advisors
Pennsylvania
$1.12M
SFO
1077
Stenger Family Office
Illinois
$1.12M
PK
1078
Pflug Koory
Nebraska
$1.11M
AG
1079
AlTi Global
New York
$1.1M
SW
1080
SteelPeak Wealth
California
$1.1M
TCM
1081
Twin Capital Management
Pennsylvania
$1.09M
EP
1082
Edgestream Partners
New Jersey
$1.09M
WP
1083
WealthPLAN Partners
Nebraska
$1.08M
SMG
1084
Smart Money Group
Texas
$1.08M
GL
1085
Graypoint LLC
New York
$1.08M
CW
1086
CreativeOne Wealth
Kansas
$1.08M
CWS
1087
Confluence Wealth Services
Pennsylvania
$1.07M
CBA
1088
Coastal Bridge Advisors
Connecticut
$1.07M
SP
1089
Stonebrook Private
Michigan
$1.07M
PJSIMP
1090
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.07M
GSEP
1091
Golden State Equity Partners
California
$1.06M
MCA
1092
Magnolia Capital Advisors
Mississippi
$1.06M
EHC
1093
Everett Harris & Co
California
$1.06M
BFA
1094
Beaumont Financial Advisors
Massachusetts
$1.05M
SBCM
1095
Silverberg Bernstein Capital Management
New York
$1.05M
ITFISA
1096
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.05M
FCP
1097
Fidelis Capital Partners
Florida
$1.05M
IWM
1098
IHT Wealth Management
Illinois
$1.05M
SI
1099
Seeds Investor
New York
$1.05M
PDL
1100
Portfolio Design Labs
California
$1.05M