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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
CA
1201
Continuum Advisory
Idaho
$847K +$28.9K +58 +4%
OFS
1202
Orrstown Financial Services
Pennsylvania
$841K +$81.3K +163 +11%
FNBT
1203
FineMark National Bank & Trust
Florida
$840K +$38.4K +77 +5%
AIM
1204
Aigen Investment Management
New York
$834K -$1.75M -3,515 -69%
CP
1205
Covenant Partners
Tennessee
$834K
MIM
1206
Moseley Investment Management
Florida
$830K +$998 +2 +0.1%
SL
1207
SFM LLC
New Hampshire
$826K -$32.9K -66 -4%
LWAM
1208
Legacy Wealth Asset Management
Minnesota
$818K -$998 -2 -0.1%
IFWM
1209
Institute for Wealth Management
Colorado
$811K -$30.4K -61 -4%
MLA
1210
My Legacy Advisors
Oregon
$809K -$28.4K -57 -4%
HPM
1211
Hoxton Planning & Management
West Virginia
$808K -$16.5K -33 -2%
USCWA
1212
U.S. Capital Wealth Advisors
Texas
$804K +$21K +42 +3%
OWA
1213
Opal Wealth Advisors
New York
$801K -$135K -271 -15%
CT
1214
Caldwell Trust
Florida
$801K +$3.99K +8 +0.5%
WFI
1215
West Family Investments
California
$799K +$220K +440 +41%
LHC
1216
Little House Capital
Massachusetts
$795K +$40.9K +82 +6%
CCA
1217
Conestoga Capital Advisors
Pennsylvania
$789K
NRW
1218
Nova R Wealth
Kansas
$787K
QWP
1219
Quotient Wealth Partners
Texas
$783K -$3.99K -8 -0.5%
LJCM
1220
Lee Johnson Capital Management
Texas
$782K +$741K +1,484 New
SW
1221
Simplicity Wealth
New Jersey
$782K +$423K +847 +133%
FMWA
1222
Forvis Mazars Wealth Advisors
Missouri
$781K +$7.99K +16 +1%
NHT
1223
New Hampshire Trust
New Hampshire
$780K +$28.4K +57 +4%
AWM
1224
Aprio Wealth Management
Georgia
$776K -$101K -202 -12%
SLG
1225
Stanley-Laman Group
Pennsylvania
$772K -$83.8K -168 -10%

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.