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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
PFBT
1251
Parkside Financial Bank & Trust
Missouri
$712K +$80.4K +161 +14%
LCWP
1252
Legacy Capital Wealth Partners
Arkansas
$708K -$69.9K -140 -9%
TPCW
1253
TD Private Client Wealth
New York
$707K -$91.3K -183 -12%
BBP
1254
Banco BTG Pactual
Brazil
$707K
TAM
1255
Townsend Asset Management
North Carolina
$705K
MGIA
1256
Moneta Group Investment Advisors
Missouri
$698K +$61.9K +124 +10%
PCP
1257
Proficio Capital Partners
Massachusetts
$698K +$28.4K +57 +5%
LWP
1258
LeClair Wealth Partners
Ohio
$695K -$58.9K -118 -8%
PFG
1259
Prosperity Financial Group
California
$694K +$1.5K +3 +0.2%
BCM
1260
Boreal Capital Management
Florida
$694K +$657K +1,316 New
KCM
1261
Kathmere Capital Management
Pennsylvania
$693K -$13.5K -27 -2%
GXJ
1262
Global X Japan
Japan
$692K +$66.9K +134 +11%
WB
1263
WesBanco Bank
West Virginia
$691K +$22K +44 +3%
PPWM
1264
Paragon Private Wealth Management
Kentucky
$691K +$137K +275 +27%
KCM
1265
Kendall Capital Management
Maryland
$685K -$4.49K -9 -0.7%
RCWM
1266
Royal Capital Wealth Management
Indiana
$685K
PA
1267
Prossimo Advisors
California
$685K -$113K -226 -15%
BOM
1268
Bank of Marin
California
$685K
PWP
1269
Principle Wealth Partners
Connecticut
$684K +$54.4K +109 +9%
GIC
1270
Generali Investments CEE
Czech Republic
$684K +$647K +1,297 New
IIA
1271
ICW Investment Advisors
Arizona
$679K +$32.9K +66 +5%
AWCI
1272
Alpine Woods Capital Investors
New York
$672K +$52.9K +106 +9%
GIM
1273
Generali Investments Management
Slovenia
$669K
CIC
1274
Carnegie Investment Counsel
Ohio
$664K -$15K -30 -2%
ST
1275
Smithfield Trust
Pennsylvania
$658K -$37.4K -75 -6%

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.