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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
EPIME
1351
Evelyn Partners Investment Management (Europe)
$542K +$15K +30 +3%
VCA
1352
Verdence Capital Advisors
Maryland
$540K -$101K -203 -17%
RSS
1353
Rosenblum Silverman Sutton
California
$540K
PWAM
1354
Private Wealth Asset Management
Iowa
$539K -$3.49K -7 -0.7%
ACM
1355
Ayrshire Capital Management
Connecticut
$539K
GS
1356
GTS Securities
New York
$538K -$147K -294 -22%
ACL
1357
Applied Capital LLC
Florida
$536K
PWA
1358
Provenance Wealth Advisors
Florida
$535K
WIM
1359
Waverton Investment Management
United Kingdom
$534K
NP
1360
Nilsine Partners
Colorado
$532K +$15K +30 +3%
BT
1361
Banque Transatlantique
France
$529K +$501K +1,003 New
RWM
1362
Revisor Wealth Management
Ohio
$528K -$16K -32 -3%
SWA
1363
Stratos Wealth Advisors
Ohio
$525K +$64.4K +129 +15%
TA
1364
TrueWealth Advisors
Alabama
$524K +$165K +331 +50%
CRI
1365
Colonial River Investments
Virginia
$524K +$217K +435 +79%
SW
1366
SVB Wealth
Massachusetts
$523K -$789K -1,580 -61%
GWP
1367
Gen-Wealth Partners
Michigan
$522K
GC
1368
Gilbert & Cook
Iowa
$522K +$12K +24 +2%
UCB
1369
United Community Bank
South Carolina
$521K -$105K -210 -18%
CH
1370
Cromwell Holdings
Wyoming
$520K
VCM
1371
Versant Capital Management
Arizona
$520K -$3.99K -8 -0.8%
FI
1372
Fosun International
China
$519K
ECM
1373
Elgethun Capital Management
South Dakota
$518K -$49.9K -100 -9%
HL
1374
HeadInvest LLC
Maine
$518K
CB
1375
CNB Bank
Pennsylvania
$516K -$22.5K -45 -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.