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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 %
EFG
1326
Embree Financial Group
Illinois
$544K +$18.5K +35 +4%
IAS
1327
Insigneo Advisory Services
Florida
$544K -$5.8K -11 -1%
FNBTCON
1328
First National Bank & Trust Co of Newtown
Pennsylvania
$542K – – –
EPIME
1329
Evelyn Partners Investment Management (Europe)
$542K +$60.4K +120 +13%
VCA
1330
Verdence Capital Advisors
Maryland
$540K -$107K -203 -17%
RSS
1331
Rosenblum Silverman Sutton
California
$540K – – –
PWAM
1332
Private Wealth Asset Management
Iowa
$539K -$3.69K -7 -0.7%
ACM
1333
Ayrshire Capital Management
Connecticut
$539K – – –
GS
1334
GTS Securities
New York
$538K -$155K -294 -22%
ACL
1335
Applied Capital LLC
Florida
$536K – – –
NL
1336
NWAM LLC
Washington
$535K -$5.82K -11 -1%
PWA
1337
Provenance Wealth Advisors
Florida
$535K – – –
WIM
1338
Waverton Investment Management
United Kingdom
$534K – – –
NP
1339
Nilsine Partners
Colorado
$532K +$15.8K +30 +3%
BT
1340
Banque Transatlantique
France
$529K +$529K +1,003 New
RWM
1341
Revisor Wealth Management
Ohio
$528K -$16.9K -32 -3%
SWA
1342
Stratos Wealth Advisors
Ohio
$525K +$68.1K +129 +15%
TA
1343
TrueWealth Advisors
Alabama
$524K +$174K +331 +50%
CRI
1344
Colonial River Investments
Virginia
$524K +$230K +435 +79%
SW
1345
SVB Wealth
Massachusetts
$523K -$833K -1,580 -61%
GWP
1346
Gen-Wealth Partners
Michigan
$522K – – –
GC
1347
Gilbert & Cook
Iowa
$522K +$12.7K +24 +2%
UCB
1348
United Community Bank
South Carolina
$521K -$111K -210 -18%
CH
1349
Cromwell Holdings
Wyoming
$520K – – –
VCM
1350
Versant Capital Management
Arizona
$520K -$4.22K -8 -0.8%
52 53
54
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