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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 %
CCWM
1226
Cassaday & Co Wealth Management
Virginia
$722K +$722K +1,368 New
KWA
1227
Kingswood Wealth Advisors
California
$719K -$149K -282 -17%
WPW
1228
Waldron Private Wealth
Pennsylvania
$715K -$21.1K -40 -3%
FAM
1229
Formidable Asset Management
Ohio
$714K -$117K -221 -14%
PFBT
1230
Parkside Financial Bank & Trust
Missouri
$712K +$84.9K +161 +14%
LCWP
1231
Legacy Capital Wealth Partners
Arkansas
$708K -$73.8K -140 -9%
TPCW
1232
TD Private Client Wealth
New York
$707K -$96.5K -183 -12%
BBP
1233
Banco BTG Pactual
Brazil
$707K – – –
TAM
1234
Townsend Asset Management
North Carolina
$705K – – –
MGIA
1235
Moneta Group Investment Advisors
Missouri
$698K +$65.4K +124 +10%
PCP
1236
Proficio Capital Partners
Massachusetts
$698K +$30.1K +57 +5%
LWP
1237
LeClair Wealth Partners
Ohio
$695K -$62.2K -118 -8%
PFG
1238
Prosperity Financial Group
California
$694K +$1.58K +3 +0.2%
BCM
1239
Boreal Capital Management
Florida
$694K +$694K +1,316 New
KCM
1240
Kathmere Capital Management
Pennsylvania
$693K -$14.2K -27 -2%
GXJ
1241
Global X Japan
Japan
$692K +$70.7K +134 +11%
WB
1242
WesBanco Bank
West Virginia
$691K +$23.2K +44 +3%
PPWM
1243
Paragon Private Wealth Management
Kentucky
$691K +$145K +275 +27%
KCM
1244
Kendall Capital Management
Maryland
$685K -$4.75K -9 -0.7%
RCWM
1245
Royal Capital Wealth Management
Indiana
$685K – – –
PA
1246
Prossimo Advisors
California
$685K -$119K -226 -15%
BOM
1247
Bank of Marin
California
$685K – – –
PWP
1248
Principle Wealth Partners
Connecticut
$684K +$57.5K +109 +9%
GIC
1249
Generali Investments CEE
Czech Republic
$684K +$684K +1,297 New
IIA
1250
ICW Investment Advisors
Arizona
$679K +$34.8K +66 +5%
48 49
50
51 52