We are live on ! Find out more
SPGI icon

S&P Global

2,062 hedge funds and large institutions have $142B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 804 increasing their positions, 799 reducing their positions, and 111 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $911M | Put options by funds: $668M

21% more first-time investments, than exits

New positions opened: 134 | Existing positions closed: 111

10% more funds holding in top 10

Funds holding in top 10: 7380 (+7)

2.22% more ownership

Funds ownership: 85.3%87.52% (+2.2%)

5% more capital invested

Capital invested by funds: $136B → $142B (+$6.29B)

1% more repeat investments, than reductions

Existing positions increased: 804 | Existing positions reduced: 799

1% less funds holding

Funds holding: 2,0752,062 (-13)

Holders
2,062
Holders Change
-13
Holders Change %
-0.63%
% of All Funds
27.15%
Holding in Top 10
80
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.59%
% of All Funds
1.05%
New
134
Increased
804
Reduced
799
Closed
111
Calls
$911M
Puts
$668M
Net Calls
+$243M
Net Calls Change
+$77.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TPI
1151
Trust Point Inc
Wisconsin
$959K +$224K +448 +33%
AAF
1152
Andra AP-fonden
Sweden
$955K -$8.83M -17,700 -91%
GCA
1153
Greenwood Capital Associates
South Carolina
$955K -$49.9K -100 -5%
LIM
1154
Leavell Investment Management
Alabama
$954K
TW
1155
TritonPoint Wealth
Maryland
$950K -$48.4K -97 -5%
MWP
1156
Meridian Wealth Partners
Pennsylvania
$944K +$998 +2 +0.1%
CC
1157
Centiva Capital
New York
$941K -$289K -579 -25%
IIM
1158
Ironwood Investment Management
Massachusetts
$941K +$8.98K +18 +1%
RIA
1159
Realta Investment Advisors
Delaware
$940K +$51.9K +104 +6%
SB
1160
Sunflower Bank
Texas
$935K +$36.4K +73 +4%
FC
1161
Forte Capital
New York
$932K +$28.9K +58 +3%
VIG
1162
Vienna Insurance Group
Poland
$928K -$192K -385 -18%
BHWM
1163
Bar Harbor Wealth Management
New Hampshire
$926K -$23K -46 -3%
KP
1164
Keel Point
Alabama
$926K +$70.4K +141 +9%
OPWM
1165
Oakwell Private Wealth Management
Texas
$922K +$188K +376 +27%
FFG
1166
Fortem Financial Group
California
$921K +$546K +1,095 +168%
ST
1167
Spinnaker Trust
Maine
$919K +$102K +205 +13%
SSCM
1168
Sovereign's Capital Management
Georgia
$916K +$867K +1,738 New
MCM
1169
Mendel Capital Management
Arkansas
$915K -$10.5K -21 -1%
DLA
1170
Douglas Lane & Associates
New York
$912K +$3.99K +8 +0.5%
GAM
1171
Griffin Asset Management
New York
$910K
IWA
1172
Invera Wealth Advisors
Oregon
$907K +$998 +2 +0.1%
NGA
1173
Naples Global Advisors
Florida
$904K +$170K +341 +25%
HW
1174
Hancock Whitney
Mississippi
$904K +$40.4K +81 +5%
ECA
1175
Elevated Capital Advisors
Utah
$904K

SPGI Hedge Fund Activity: Q2 2025 in Review

2,062 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2025, worth a combined $142B — up 4.6% from $136B a quarter earlier.

Buyers outnumbered sellers: 134 funds opened new SPGI positions and 111 closed out — a net gain of 23 holders — while 804 added to existing stakes and 799 trimmed.

The largest buyer was Broadwater Capital, adding an estimated $925M. The largest seller was Capital Research Global Investors, cutting an estimated $463M.

  • 2,062 institutional investors held S&P Global (SPGI) as of Q2 2025, down from 2,075 in Q1 2025.
  • Funds reported $142B of S&P Global stock for Q2 2025, up 4.6% quarter-over-quarter.
  • 134 funds opened new S&P Global positions in Q2 2025 and 111 closed out, a net change of +23 holders.
  • The largest S&P Global buyer in Q2 2025 was Broadwater Capital, an estimated $925M added.
  • The largest S&P Global seller in Q2 2025 was Capital Research Global Investors, an estimated $463M sold.

Based on aggregated 13F filings for Q2 2025.