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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 %
SW
1201
Simplicity Wealth
New Jersey
$782K +$446K +847 +133%
FMWA
1202
Forvis Mazars Wealth Advisors
Missouri
$781K +$8.44K +16 +1%
NHT
1203
New Hampshire Trust
New Hampshire
$780K +$30.1K +57 +4%
AWM
1204
Aprio Wealth Management
Georgia
$776K -$106K -202 -12%
SLG
1205
Stanley-Laman Group
Pennsylvania
$772K -$88.6K -168 -10%
JWCA
1206
J.W. Coons Advisors
Ohio
$771K +$26.4K +50 +4%
SFSG
1207
Sound Financial Strategies Group
Mississippi
$768K +$33.2K +63 +5%
CFP
1208
Catalyst Financial Partners
Massachusetts
$762K +$55.9K +106 +8%
RSC
1209
Red Spruce Capital
Pennsylvania
$761K -$11.6K -22 -2%
MFIM
1210
Mesirow Financial Investment Management
Illinois
$761K -$5.8K -11 -0.8%
RWPA
1211
Richard W. Paul & Associates
Michigan
$759K +$12.7K +24 +2%
ACI
1212
Alpha Cubed Investments
California
$757K -$14.2K -27 -2%
FFO
1213
Fiduciary Family Office
Florida
$753K -$105K -199 -12%
NA
1214
Navellier & Associates
Nevada
$752K – – –
BFA
1215
Buttonwood Financial Advisors
Maryland
$751K +$36.4K +69 +5%
HH
1216
HWG Holdings
Texas
$749K -$8.96K -17 -1%
HBS
1217
Howard Bailey Securities
Indiana
$745K -$41.7K -79 -5%
MFA
1218
Mayflower Financial Advisors
Massachusetts
$744K +$38K +72 +5%
OHWP
1219
Oak Harbor Wealth Partners
North Carolina
$744K -$8.96K -17 -1%
AWM
1220
Axxcess Wealth Management
California
$739K -$227K -431 -24%
TWM
1221
Trueblood Wealth Management
Ohio
$731K +$527 +1 +0.1%
SIG
1222
Stonegate Investment Group
Alabama
$731K -$18.4K -35 -2%
C
1223
Certuity
Florida
$726K -$54.3K -103 -7%
LFA
1224
Legacy Financial Advisors
Kentucky
$725K +$22.2K +42 +3%
LAM
1225
L2 Asset Management
Massachusetts
$725K +$12.1K +23 +2%
47 48
49
50 51