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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 %
DCM
1101
Dimension Capital Management
Florida
$1.03M -$7.91K -15 -0.8%
CA
1102
CoreCap Advisors
Michigan
$1.02M +$232K +440 +29%
SWGC
1103
Summit Wealth Group (Colorado)
Colorado
$1.02M +$1.02M +1,940 New
CI
1104
Conning Inc
Connecticut
$1.02M -$30.1K -57 -3%
SC
1105
Skylands Capital
Wisconsin
$1.02M – – –
BA
1106
Bridgewater Advisors
New York
$1.02M -$16.5K -31 -2%
OM
1107
OV Management
Minnesota
$1.02M -$1.55M -2,938 -60%
FFS
1108
Founders Financial Securities
Maryland
$1.02M -$80.7K -153 -7%
EWA
1109
EverSource Wealth Advisors
Alabama
$1.02M +$283K +537 +39%
VFA
1110
Voya Financial Advisors
Connecticut
$1.02M -$342K -660 -25%
SAW
1111
Signal Advisors Wealth
Michigan
$1.01M +$577K +1,095 +132%
VFA
1112
Values First Advisors
Tennessee
$1.01M -$11.1K -21 -1%
PCA
1113
Pallas Capital Advisors
Massachusetts
$1.01M +$566K +1,073 +128%
PP
1114
PDS Planning
Ohio
$1.01M +$33.2K +63 +3%
RCAG
1115
Rehmann Capital Advisory Group
Michigan
$1M -$92.3K -175 -8%
SC
1116
Soundwatch Capital
Connecticut
$1M +$1M +1,618 New
RA
1117
RiverPark Advisors
New York
$999K -$34.3K -65 -3%
OWA
1118
One Wealth Advisors
California
$999K +$3.16K +6 +0.3%
JSW
1119
Journey Strategic Wealth
New Jersey
$997K +$311K +590 +45%
SMA
1120
Sage Mountain Advisors
Georgia
$997K +$15.8K +30 +2%
SW
1121
SlateStone Wealth
Florida
$989K -$2.64K -5 -0.3%
RCA
1122
Roberts Capital Advisors
Colorado
$988K – – –
CPIG
1123
Chicago Partners Investment Group
Illinois
$988K +$130K +248 +15%
FW
1124
FullCircle Wealth
Texas
$984K +$10.1K +18 +1%
WTB
1125
Washington Trust Bank
Washington
$983K -$17.4K -33 -2%
43 44
45
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