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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
WA
1326
Waddell & Associates
Tennessee
$565K +$137K +274 +34%
EC
1327
EntryPoint Capital
New York
$563K +$533K +1,068 New
TFP
1328
Tilia Fiduciary Partners
North Carolina
$563K +$5.99K +12 +1%
LFAS
1329
Level Four Advisory Services
Texas
$561K -$101K -202 -16%
LF
1330
LifePlan Financial
Minnesota
$561K +$531K +1,064 New
PWG
1331
Portside Wealth Group
Utah
$561K +$66.4K +133 +14%
VAG
1332
VisionPoint Advisory Group
Texas
$558K +$220K +440 +71%
PFA
1333
Plotkin Financial Advisors
Maryland
$557K +$24K +48 +5%
HIP
1334
Harrell Investment Partners
Texas
$557K -$1.94M -3,886 -79%
DBRC
1335
D.B. Root & Company
Pennsylvania
$556K +$296K +593 +129%
AWM
1336
Accel Wealth Management
Iowa
$555K -$2.5K -5 -0.5%
SSW
1337
Smith Shellnut Wilson
Mississippi
$554K -$112K -224 -18%
1W
1338
1776 Wealth
Georgia
$554K -$9.98K -20 -2%
WCM
1339
Winthrop Capital Management
Indiana
$553K -$20.5K -41 -4%
JF
1340
Jump Financial
Illinois
$552K +$523K +1,047 New
NL
1341
NWAM LLC
Washington
$550K -$5.49K -11 -1%
PFW
1342
Petros Family Wealth
Minnesota
$549K -$4.49K -9 -0.9%
WANY
1343
Wealthspire Advisors (New York)
New York
$548K +$176K +352 +51%
OFS
1344
OneAscent Financial Services
Alabama
$548K -$43.4K -87 -8%
SCP
1345
Sivia Capital Partners
California
$547K +$37.4K +75 +8%
CWP
1346
Concord Wealth Partners
Virginia
$544K +$14K +28 +3%
CAMV
1347
Concord Asset Management (Virginia)
Virginia
$544K +$89.8K +180 +21%
EFG
1348
Embree Financial Group
Illinois
$544K +$17.5K +35 +4%
IAS
1349
Insigneo Advisory Services
Florida
$544K -$5.49K -11 -1%
FNBTCON
1350
First National Bank & Trust Co of Newtown
Pennsylvania
$542K

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.