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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 %
QIM
1301
Quantitative Investment Management
Virginia
$572K +$572K +1,086 New
MWM
1302
Modern Wealth Management
Kansas
$572K +$295K +559 +106%
BBWP
1303
Beacon Bridge Wealth Partners
Pennsylvania
$571K +$2.64K +5 +0.5%
QC
1304
Quent Capital
New York
$571K +$10.5K +20 +2%
WA
1305
Waddell & Associates
Tennessee
$565K +$144K +274 +34%
EC
1306
EntryPoint Capital
New York
$563K +$563K +1,068 New
TFP
1307
Tilia Fiduciary Partners
North Carolina
$563K +$6.33K +12 +1%
LFAS
1308
Level Four Advisory Services
Texas
$561K -$107K -202 -16%
LF
1309
LifePlan Financial
Minnesota
$561K +$561K +1,064 New
PWG
1310
Portside Wealth Group
Utah
$561K +$70.1K +133 +14%
VAG
1311
VisionPoint Advisory Group
Texas
$558K +$232K +440 +71%
PFA
1312
Plotkin Financial Advisors
Maryland
$557K +$25.3K +48 +5%
HIP
1313
Harrell Investment Partners
Texas
$557K -$2.05M -3,886 -79%
DBRC
1314
D.B. Root & Company
Pennsylvania
$556K +$313K +593 +129%
AWM
1315
Accel Wealth Management
Iowa
$555K -$2.64K -5 -0.5%
SSW
1316
Smith Shellnut Wilson
Mississippi
$554K -$118K -224 -18%
1W
1317
1776 Wealth
Georgia
$554K -$10.5K -20 -2%
WCM
1318
Winthrop Capital Management
Indiana
$553K -$21.6K -41 -4%
JF
1319
Jump Financial
Illinois
$552K +$552K +1,047 New
PFW
1320
Petros Family Wealth
Minnesota
$549K -$4.75K -9 -0.9%
WANY
1321
Wealthspire Advisors (New York)
New York
$548K +$186K +352 +51%
OFS
1322
OneAscent Financial Services
Alabama
$548K -$45.9K -87 -8%
SCP
1323
Sivia Capital Partners
California
$547K +$39.5K +75 +8%
CWP
1324
Concord Wealth Partners
Virginia
$544K +$14.8K +28 +3%
CAMV
1325
Concord Asset Management (Virginia)
Virginia
$544K +$94.9K +180 +21%
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