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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
MPM
1401
Meritage Portfolio Management
Kansas
$494K
WAG
1402
Wallace Advisory Group
California
$493K -$53.4K -107 -10%
OL
1403
Optas LLC
Texas
$492K +$15.5K +31 +3%
4WM
1404
44 Wealth Management
Oregon
$492K -$14.5K -29 -3%
BFM
1405
Boothbay Fund Management
New York
$487K +$461K +924 New
OP
1406
ORG Partners
Indiana
$487K +$149K +299 +48%
MSCM
1407
McElhenny Sheffield Capital Management
Texas
$486K +$460K +922 New
XF
1408
XML Financial
Maryland
$486K +$25K +50 +6%
AFT
1409
Alpha Family Trust
California
$485K
WWM
1410
Wolff Wiese Magana
California
$484K +$48.4K +97 +12%
JFGIW
1411
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$484K -$87.3K -175 -16%
WAM
1412
Wakefield Asset Management
Colorado
$481K -$29.9K -60 -6%
PWMG
1413
Prestige Wealth Management Group
New Jersey
$481K -$33.9K -68 -7%
FG
1414
Fiduciary Group
Georgia
$480K -$8.98K -18 -2%
EA
1415
Emerald Advisers
Pennsylvania
$480K +$8.98K +18 +2%
CCA
1416
Catalyst Capital Advisors
New York
$478K +$190K +380 +72%
SS
1417
Sunbelt Securities
Texas
$478K +$427K +855 +822%
SB
1418
Strategic Blueprint
Georgia
$477K -$16.5K -33 -4%
TA
1419
TFB Advisors
Kansas
$475K -$17K -34 -4%
MSS
1420
Mitchell Sinkler & Starr
Pennsylvania
$473K
3IP
1421
3Chopt Investment Partners
Virginia
$472K -$75.9K -152 -15%
TF
1422
Tenon Financial
New Jersey
$472K
GBT
1423
Grove Bank & Trust
Florida
$471K +$33.4K +67 +8%
SF
1424
Symphony Financial
Texas
$468K +$1.64M +3,287 New
SL
1425
Summitry LLC
California
$466K +$8.98K +18 +2%

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.