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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 %
FA
1276
Fedenia Advisers
Wisconsin
$612K +$22.1K +42 +4%
IC
1277
Iconiq Capital
California
$611K -$257K -488 -30%
CPIA
1278
Cornell Pochily Investment Advisors
New York
$610K +$7.91K +15 +1%
LFG
1279
Larson Financial Group
Missouri
$609K +$256K +485 +72%
SF
1280
Synovus Financial
Georgia
$609K -$1.17M -2,217 -66%
LAS
1281
LWM Advisory Services
Florida
$607K +$77.5K +147 +15%
RDWM
1282
Red Door Wealth Management
Tennessee
$606K +$21.6K +41 +4%
CBT
1283
CoreFirst Bank & Trust
Kansas
$601K -$166K -315 -22%
FB
1284
Fulton Bank
Pennsylvania
$595K +$60.6K +115 +11%
HIIFS
1285
Harel Insurance Investments & Financial Services
Israel
$593K +$80.2K +152 +16%
SWM
1286
SeaCrest Wealth Management
New York
$590K -$7.38K -14 -1%
WF
1287
Welch & Forbes
Massachusetts
$589K -$6.33K -12 -1%
HWMT
1288
Heritage Wealth Management (Texas)
Texas
$587K – – –
OWP
1289
ORG Wealth Partners
Texas
$587K -$97.4K -184 -14%
CP
1290
Clarendon Private
Massachusetts
$587K +$136K +258 +30%
NI
1291
Natural Investments
California
$582K +$133K +253 +30%
PWMAG
1292
Pinnacle Wealth Management Advisory Group
New Jersey
$581K +$25.3K +48 +5%
ESBC
1293
E.S. Barr & Co
Kentucky
$580K +$580K +1,100 New
HFO
1294
Heritage Family Offices
Arizona
$579K – – –
WMWM
1295
Whitaker-Myers Wealth Managers
Ohio
$578K +$65.4K +124 +13%
GFA
1296
Gallagher Fiduciary Advisors
Illinois
$578K +$45.3K +86 +9%
BFAG
1297
Blackston Financial Advisory Group
Florida
$576K +$17.4K +33 +3%
CAS
1298
CTC Alternative Strategies
Illinois
$575K +$364K +690 +173%
GFG
1299
Goldstone Financial Group
Illinois
$575K +$164K +310 +40%
SDAM
1300
Shulman DeMeo Asset Management
New York
$572K -$2.64K -5 -0.5%
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