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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
RFS
1376
Richardson Financial Services
Massachusetts
$516K +$15K +30 +3%
ALA
1377
Atlas Legacy Advisors
California
$511K -$51.4K -103 -10%
SFS
1378
Sowell Financial Services
Arkansas
$510K +$21K +42 +5%
ECM
1379
Eisler Capital Management
United Kingdom
$509K -$390K -782 -45%
RZH
1380
Relyea Zuckerberg Hanson
Connecticut
$508K +$20.5K +41 +4%
MCI
1381
MRP Capital Investments
Georgia
$508K -$49.9K -100 -9%
DWM
1382
Destination Wealth Management
California
$507K +$78.4K +157 +20%
MWM
1383
Modera Wealth Management
New Jersey
$506K -$11.5K -23 -2%
BWP
1384
Balboa Wealth Partners
Arizona
$505K -$42.9K -86 -8%
CWA
1385
Cornerstone Wealth Advisors
Minnesota
$504K -$2K -4 -0.4%
WWM
1386
Whalen Wealth Management
Nevada
$503K +$476K +954 New
SEIA
1387
Signature Estate & Investment Advisors
California
$503K +$3.99K +8 +0.8%
CCA
1388
Childress Capital Advisors
Texas
$501K +$58.9K +118 +14%
AWA
1389
Arete Wealth Advisors
Illinois
$500K -$183K -367 -28%
EP
1390
Essential Partners
California
$500K +$473K +948 New
DAC
1391
Dividend Assets Capital
South Carolina
$499K +$998 +2 +0.2%
PIA
1392
Pinion Investment Advisors
Kansas
$497K -$499 -1 -0.1%
SYBT
1393
Stock Yards Bank & Trust
Kentucky
$497K -$110K -221 -19%
PFG
1394
PAX Financial Group
Texas
$496K -$54.4K -109 -10%
WMA
1395
West Michigan Advisors
Michigan
$495K -$2K -4 -0.4%
WFA
1396
Wellspring Financial Advisors
Ohio
$494K +$152K +305 +48%
MAWA
1397
Moss Adams Wealth Advisors
Washington
$494K +$51.9K +104 +12%
FIB
1398
First Interstate Bank
Montana
$494K -$7.49K -15 -2%
NAG
1399
Northstar Advisory Group
New Jersey
$494K +$9.48K +19 +2%
AWM
1400
Ameliora Wealth Management
Switzerland
$494K -$225K -450 -32%

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.