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
APW
1176
Aventura Private Wealth
Florida
$903K -$30.9K -62 -3%
DTC
1177
Davidson Trust Company
Washington
$903K -$15K -30 -2%
WPC
1178
Waters Parkerson & Co
Louisiana
$896K -$4.49K -9 -0.5%
IDBONY
1179
Israel Discount Bank of New York
New York
$896K
SS
1180
SBI Securities
Japan
$895K -$669K -1,340 -44%
FAM
1181
Fairtree Asset Management
South Africa
$895K
BB
1182
Bell Bank
North Dakota
$894K -$58.4K -117 -6%
CPW
1183
Crestmont Private Wealth
Texas
$887K +$18K +36 +2%
AIM
1184
Arcadia Investment Management
Michigan
$886K
1M
1185
1248 Management
Missouri
$883K
CG
1186
Cynosure Group
Utah
$883K +$80.4K +161 +11%
FCM
1187
Fortis Capital Management
Washington
$882K +$93.3K +187 +13%
YIH
1188
Y-Intercept (HK)
Hong Kong
$872K +$67.9K +136 +9%
JF
1189
Jericho Financial
Ohio
$872K -$18.5K -37 -2%
SCP
1190
Stamos Capital Partners
California
$869K +$231K +463 +39%
MA
1191
Mutual Advisors
Nebraska
$868K -$18.5K -37 -2%
JCM
1192
Jacobsen Capital Management
Utah
$866K -$499 -1 -0.1%
AA
1193
Alta Advisers
United Kingdom
$863K
BMCM
1194
Bryn Mawr Capital Management
Pennsylvania
$863K -$29.4K -59 -3%
SAI
1195
Savvy Advisors Inc
New York
$863K +$418K +838 +105%
AW
1196
Alteri Wealth
California
$861K -$53.9K -108 -6%
SIM
1197
Sentry Investment Management
Wisconsin
$859K
SPC
1198
Sigma Planning Corp
Michigan
$852K -$499 -1 -0.1%
EFM
1199
E Fund Management
China
$850K -$647K -1,297 -45%
CIA
1200
Capital Investment Advisors
Georgia
$848K +$540K +1,083 +207%

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.