SPGI icon

S&P Global

2,044 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 793 increasing their positions, 794 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $133B → $140B (+$6.47B)

0% less repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 794

1% less funds holding

Funds holding: 2,0552,044 (-11)

Holders
2,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$911M
Puts
$668M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1251
Paragon Private Wealth Management
Kentucky
$691K
KCM
1252
Kendall Capital Management
Maryland
$685K
RCWM
1253
Royal Capital Wealth Management
Indiana
$685K
PA
1254
Prossimo Advisors
California
$685K
BOM
1255
Bank of Marin
California
$685K
PWP
1256
Principle Wealth Partners
Connecticut
$684K
GIC
1257
Generali Investments CEE
Czech Republic
$684K
IIA
1258
ICW Investment Advisors
Arizona
$679K
AWCI
1259
Alpine Woods Capital Investors
New York
$672K
GIM
1260
Generali Investments Management
Slovenia
$669K
CIC
1261
Carnegie Investment Counsel
Ohio
$664K
ST
1262
Smithfield Trust
Pennsylvania
$658K
WHG
1263
Westwood Holdings Group
Texas
$656K
Parallax Volatility Advisers
1264
Parallax Volatility Advisers
California
$656K
FMLI
1265
Fukoku Mutual Life Insurance
Japan
$655K
JF
1266
Joule Financial
Kentucky
$650K
NG
1267
Norden Group
Utah
$649K
HT
1268
Heritage Trust
Oklahoma
$649K
CWM
1269
Circle Wealth Management
New Jersey
$644K
NHC
1270
Nicholas Hoffman & Company
Georgia
$635K
FWCM
1271
Ferguson Wellman Capital Management
Oregon
$633K
SIAG
1272
Signet Investment Advisory Group
Rhode Island
$633K
JFG
1273
Jefferies Financial Group
New York
$633K
MC
1274
Maverick Capital
Texas
$632K
CCB
1275
Country Club Bank
Missouri
$624K