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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
27.21%
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 %
SAI
1176
Savvy Advisors Inc
New York
$863K +$442K +838 +105%
AW
1177
Alteri Wealth
California
$861K -$56.9K -108 -6%
SIM
1178
Sentry Investment Management
Wisconsin
$859K – – –
SPC
1179
Sigma Planning Corp
Michigan
$852K -$527 -1 -0.1%
EFM
1180
E Fund Management
China
$850K -$684K -1,297 -45%
CIA
1181
Capital Investment Advisors
Georgia
$848K +$571K +1,083 +207%
CA
1182
Continuum Advisory
Idaho
$847K +$30.6K +58 +4%
OFS
1183
Orrstown Financial Services
Pennsylvania
$841K +$85.9K +163 +11%
FNBT
1184
FineMark National Bank & Trust
Florida
$840K +$40.6K +77 +5%
AIM
1185
Aigen Investment Management
New York
$834K -$1.85M -3,515 -69%
CP
1186
Covenant Partners
Tennessee
$834K – – –
MIM
1187
Moseley Investment Management
Florida
$830K +$1.05K +2 +0.1%
SL
1188
SFM LLC
New Hampshire
$826K -$34.8K -66 -4%
LWAM
1189
Legacy Wealth Asset Management
Minnesota
$818K -$1.06K -2 -0.1%
IFWM
1190
Institute for Wealth Management
Colorado
$811K -$32.2K -61 -4%
MLA
1191
My Legacy Advisors
Oregon
$809K -$30.2K -57 -4%
HPM
1192
Hoxton Planning & Management
West Virginia
$808K -$17.4K -33 -2%
USCWA
1193
U.S. Capital Wealth Advisors
Texas
$804K +$22.1K +42 +3%
OWA
1194
Opal Wealth Advisors
New York
$801K -$143K -271 -15%
WFI
1195
West Family Investments
California
$799K +$232K +440 +41%
LHC
1196
Little House Capital
Massachusetts
$795K +$43.2K +82 +6%
CCA
1197
Conestoga Capital Advisors
Pennsylvania
$789K – – –
NRW
1198
Nova R Wealth
Kansas
$787K – – –
QWP
1199
Quotient Wealth Partners
Texas
$783K -$4.22K -8 -0.5%
LJCM
1200
Lee Johnson Capital Management
Texas
$782K +$782K +1,484 New
46 47
48
49 50