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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 %
GBT
1401
Grove Bank & Trust
Florida
$471K +$35.3K +67 +8%
SF
1402
Symphony Financial
Texas
$468K +$468K +3,287 New
SL
1403
Summitry LLC
California
$466K +$9.49K +18 +2%
HCMG
1404
Howard Capital Management Group
California
$466K – – –
EFG
1405
Elm3 Financial Group
Georgia
$465K -$48K -91 -9%
LW
1406
Linscomb Wealth
Texas
$464K +$24.2K +46 +6%
HFRG
1407
Houlihan Financial Resource Group
Virginia
$464K – – –
ARMT
1408
Amica Retiree Medical Trust
Rhode Island
$459K – – –
MCM
1409
Manchester Capital Management
Vermont
$455K +$5.27K +10 +1%
JIC
1410
Joel Isaacson & Co
New York
$455K – – –
MGIA
1411
Matthew Goff Investment Advisor
Texas
$451K – – –
LCS
1412
Levin Capital Strategies
New York
$449K – – –
FWA
1413
FSM Wealth Advisors
Ohio
$447K -$12.2K -23 -3%
PL
1414
Perpetual Ltd
Australia
$447K -$78.1M -148,167 -99%
BWG
1415
Berry Wealth Group
Texas
$446K +$16.9K +32 +4%
DCM
1416
Dudley Capital Management
Virginia
$445K -$27.9K -53 -6%
OL
1417
OneFund LLC
Florida
$443K -$3.69K -7 -0.8%
ACIM
1418
Azimuth Capital Investment Management
Michigan
$443K -$39.5K -75 -8%
HFM
1419
Hartford Funds Management
Pennsylvania
$442K +$15.9K +30 +4%
CA
1420
Centerpoint Advisors
Massachusetts
$442K -$35.9K -68 -8%
TWM
1421
Topsail Wealth Management
North Carolina
$441K -$7.38K -14 -2%
LI
1422
Lafayette Investments
Maryland
$441K +$36.9K +70 +9%
LA
1423
LM Advisors
California
$440K -$40.6K -77 -8%
JSC
1424
Jackson Square Capital
California
$440K – – –
RP
1425
Riverwater Partners
Wisconsin
$439K +$14.2K +27 +3%
55 56
57
58 59