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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 %
FIB
1376
First Interstate Bank
Montana
$494K -$7.91K -15 -2%
NAG
1377
Northstar Advisory Group
New Jersey
$494K +$10K +19 +2%
AWM
1378
Ameliora Wealth Management
Switzerland
$494K -$237K -450 -32%
MPM
1379
Meritage Portfolio Management
Kansas
$494K – – –
WAG
1380
Wallace Advisory Group
California
$493K -$54.4K -107 -10%
OL
1381
Optas LLC
Texas
$492K +$16.3K +31 +3%
4WM
1382
44 Wealth Management
Oregon
$492K -$15.3K -29 -3%
BFM
1383
Boothbay Fund Management
New York
$487K +$487K +924 New
OP
1384
ORG Partners
Indiana
$487K +$158K +299 +48%
MSCM
1385
McElhenny Sheffield Capital Management
Texas
$486K +$486K +922 New
XF
1386
XML Financial
Maryland
$486K +$26.4K +50 +6%
AFT
1387
Alpha Family Trust
California
$485K – – –
WWM
1388
Wolff Wiese Magana
California
$484K +$51.1K +97 +12%
JFGIW
1389
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$484K -$92.3K -175 -16%
WAM
1390
Wakefield Asset Management
Colorado
$481K -$31.6K -60 -6%
PWMG
1391
Prestige Wealth Management Group
New Jersey
$481K -$35.9K -68 -7%
FG
1392
Fiduciary Group
Georgia
$480K -$9.49K -18 -2%
EA
1393
Emerald Advisers
Pennsylvania
$480K +$9.49K +18 +2%
CCA
1394
Catalyst Capital Advisors
New York
$478K +$200K +380 +72%
SS
1395
Sunbelt Securities
Texas
$478K +$426K +855 +822%
SB
1396
Strategic Blueprint
Georgia
$477K -$17.4K -33 -4%
TA
1397
TFB Advisors
Kansas
$475K -$17.9K -34 -4%
MSS
1398
Mitchell Sinkler & Starr
Pennsylvania
$473K – – –
3IP
1399
3Chopt Investment Partners
Virginia
$472K -$80.1K -152 -15%
TF
1400
Tenon Financial
New Jersey
$472K – – –
54 55
56
57 58