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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 %
FI
1351
Fosun International
China
$519K – – –
ECM
1352
Elgethun Capital Management
South Dakota
$518K -$52.7K -100 -9%
HL
1353
HeadInvest LLC
Maine
$518K – – –
CB
1354
CNB Bank
Pennsylvania
$516K -$23.7K -45 -4%
RFS
1355
Richardson Financial Services
Massachusetts
$516K +$15.9K +30 +3%
ALA
1356
Atlas Legacy Advisors
California
$511K -$54.3K -103 -10%
SFS
1357
Sowell Financial Services
Arkansas
$510K +$22.2K +42 +5%
ECM
1358
Eisler Capital Management
United Kingdom
$509K -$412K -782 -45%
RZH
1359
Relyea Zuckerberg Hanson
Connecticut
$508K +$21.6K +41 +4%
MCI
1360
MRP Capital Investments
Georgia
$508K -$52.7K -100 -9%
DWM
1361
Destination Wealth Management
California
$507K +$82.8K +157 +20%
MWM
1362
Modera Wealth Management
New Jersey
$506K -$12.1K -23 -2%
BWP
1363
Balboa Wealth Partners
Arizona
$505K -$45.3K -86 -8%
CWA
1364
Cornerstone Wealth Advisors
Minnesota
$504K -$2.11K -4 -0.4%
WWM
1365
Whalen Wealth Management
Nevada
$503K +$503K +954 New
SEIA
1366
Signature Estate & Investment Advisors
California
$503K +$4.22K +8 +0.8%
CCA
1367
Childress Capital Advisors
Texas
$501K +$62.2K +118 +14%
AWA
1368
Arete Wealth Advisors
Illinois
$500K -$193K -367 -28%
DAC
1369
Dividend Assets Capital
South Carolina
$499K +$1.06K +2 +0.2%
PIA
1370
Pinion Investment Advisors
Kansas
$497K -$527 -1 -0.1%
SYBT
1371
Stock Yards Bank & Trust
Kentucky
$497K -$117K -221 -19%
PFG
1372
PAX Financial Group
Texas
$496K -$57.5K -109 -10%
WMA
1373
West Michigan Advisors
Michigan
$495K -$2.11K -4 -0.4%
WFA
1374
Wellspring Financial Advisors
Ohio
$494K +$161K +305 +48%
MAWA
1375
Moss Adams Wealth Advisors
Washington
$494K +$54.8K +104 +12%
53 54
55
56 57