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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
SF
1301
Synovus Financial
Georgia
$609K -$1.11M -2,217 -66%
LAS
1302
LWM Advisory Services
Florida
$607K +$73.4K +147 +15%
RDWM
1303
Red Door Wealth Management
Tennessee
$606K +$20.5K +41 +4%
CBT
1304
CoreFirst Bank & Trust
Kansas
$601K -$157K -315 -22%
FB
1305
Fulton Bank
Pennsylvania
$595K +$57.4K +115 +11%
HIIFS
1306
Harel Insurance Investments & Financial Services
Israel
$593K +$75.9K +152 +16%
SWM
1307
SeaCrest Wealth Management
New York
$590K -$6.99K -14 -1%
WF
1308
Welch & Forbes
Massachusetts
$589K -$5.99K -12 -1%
HWMT
1309
Heritage Wealth Management (Texas)
Texas
$587K
OWP
1310
ORG Wealth Partners
Texas
$587K -$91.8K -184 -14%
CP
1311
Clarendon Private
Massachusetts
$587K +$129K +258 +30%
NI
1312
Natural Investments
California
$582K +$126K +253 +30%
PWMAG
1313
Pinnacle Wealth Management Advisory Group
New Jersey
$581K +$24K +48 +5%
ESBC
1314
E.S. Barr & Co
Kentucky
$580K +$549K +1,100 New
HFO
1315
Heritage Family Offices
Arizona
$579K
WMWM
1316
Whitaker-Myers Wealth Managers
Ohio
$578K +$61.9K +124 +13%
GFA
1317
Gallagher Fiduciary Advisors
Illinois
$578K +$42.9K +86 +9%
CAS
1318
CTC Alternative Strategies
Illinois
$575K +$344K +690 +173%
GFG
1319
Goldstone Financial Group
Illinois
$575K +$155K +310 +40%
SDAM
1320
Shulman DeMeo Asset Management
New York
$572K -$2.5K -5 -0.5%
QIM
1321
Quantitative Investment Management
Virginia
$572K +$542K +1,086 New
BBWP
1322
Beacon Bridge Wealth Partners
Pennsylvania
$571K +$2.5K +5 +0.5%
QC
1323
Quent Capital
New York
$571K +$9.98K +20 +2%
MWM
1324
Modern Wealth Management
Kansas
$568K +$275K +552 +105%
UWS
1325
Unique Wealth Strategies
Illinois
$567K -$21.5K -43 -4%

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.