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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
JWCA
1226
J.W. Coons Advisors
Ohio
$771K +$25K +50 +4%
SFSG
1227
Sound Financial Strategies Group
Mississippi
$768K +$31.4K +63 +5%
CFP
1228
Catalyst Financial Partners
Massachusetts
$762K +$52.9K +106 +8%
RSC
1229
Red Spruce Capital
Pennsylvania
$761K -$11K -22 -2%
MFIM
1230
Mesirow Financial Investment Management
Illinois
$761K -$5.49K -11 -0.8%
FAFN
1231
First Affirmative Financial Network
Colorado
$759K -$3.99K -8 -0.6%
RWPA
1232
Richard W. Paul & Associates
Michigan
$759K +$12K +24 +2%
ACI
1233
Alpha Cubed Investments
California
$757K -$13.5K -27 -2%
FFO
1234
Fiduciary Family Office
Florida
$753K -$99.3K -199 -12%
NA
1235
Navellier & Associates
Nevada
$752K
BFA
1236
Buttonwood Financial Advisors
Maryland
$751K +$34.4K +69 +5%
HH
1237
HWG Holdings
Texas
$749K -$8.48K -17 -1%
MFA
1238
Mayflower Financial Advisors
Massachusetts
$744K +$35.9K +72 +5%
OHWP
1239
Oak Harbor Wealth Partners
North Carolina
$744K -$8.48K -17 -1%
AWM
1240
Axxcess Wealth Management
California
$739K -$215K -431 -24%
TWM
1241
Trueblood Wealth Management
Ohio
$731K +$499 +1 +0.1%
SIG
1242
Stonegate Investment Group
Alabama
$731K -$17.5K -35 -2%
C
1243
Certuity
Florida
$726K -$51.4K -103 -7%
LFA
1244
Legacy Financial Advisors
Kentucky
$725K +$21K +42 +3%
LAM
1245
L2 Asset Management
Massachusetts
$725K +$11.5K +23 +2%
CCWM
1246
Cassaday & Co Wealth Management
Virginia
$722K +$683K +1,368 New
KWA
1247
Kingswood Wealth Advisors
California
$719K -$141K -282 -17%
HBS
1248
Howard Bailey Securities
Indiana
$716K -$5.99K -12 -0.9%
WPW
1249
Waldron Private Wealth
Pennsylvania
$715K -$20K -40 -3%
FAM
1250
Formidable Asset Management
Ohio
$714K -$110K -221 -14%

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.