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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
WHG
1276
Westwood Holdings Group
Texas
$656K +$8.48K +17 +1%
Parallax Volatility Advisers
1277
Parallax Volatility Advisers
California
$656K +$475K +952 +326%
FMLI
1278
Fukoku Mutual Life Insurance
Japan
$655K -$127K -255 -17%
JF
1279
Joule Financial
Kentucky
$650K
NG
1280
Norden Group
Utah
$649K +$121K +242 +24%
HT
1281
Heritage Trust
Oklahoma
$649K -$11K -22 -2%
CWM
1282
Circle Wealth Management
New Jersey
$644K -$24K -48 -4%
NHC
1283
Nicholas Hoffman & Company
Georgia
$635K
FWCM
1284
Ferguson Wellman Capital Management
Oregon
$633K -$81.8K -164 -12%
SIAG
1285
Signet Investment Advisory Group
Rhode Island
$633K
JFG
1286
Jefferies Financial Group
New York
$633K +$599K +1,200 New
MC
1287
Maverick Capital
Texas
$632K
CCB
1288
Country Club Bank
Missouri
$624K -$16K -32 -3%
WC
1289
Woodstock Corp
Massachusetts
$623K
RF
1290
Rossby Financial
Florida
$622K -$33.4K -67 -5%
PWM
1291
Paulson Wealth Management
Illinois
$618K
ICP
1292
Interchange Capital Partners
Pennsylvania
$616K +$18.5K +37 +3%
FA
1293
Fiduciary Alliance
South Carolina
$616K +$41.4K +83 +8%
CD
1294
Chapin Davis
Maryland
$613K
HIP
1295
HUB Investment Partners
Texas
$613K +$73.4K +147 +14%
PSP
1296
Principal Street Partners
Tennessee
$612K +$306K +614 +112%
FA
1297
Fedenia Advisers
Wisconsin
$612K +$21K +42 +4%
IC
1298
Iconiq Capital
California
$611K -$244K -488 -30%
CPIA
1299
Cornell Pochily Investment Advisors
New York
$610K +$7.49K +15 +1%
LFG
1300
Larson Financial Group
Missouri
$609K +$242K +485 +72%

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.