We are live on ! Find out more
SPGI icon

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
HCMG
1426
Howard Capital Management Group
California
$466K
EFG
1427
Elm3 Financial Group
Georgia
$465K -$45.4K -91 -9%
LW
1428
Linscomb Wealth
Texas
$464K +$23K +46 +6%
HFRG
1429
Houlihan Financial Resource Group
Virginia
$464K
ARMT
1430
Amica Retiree Medical Trust
Rhode Island
$459K
MCM
1431
Manchester Capital Management
Vermont
$455K +$4.99K +10 +1%
JIC
1432
Joel Isaacson & Co
New York
$455K
MGIA
1433
Matthew Goff Investment Advisor
Texas
$451K
LCS
1434
Levin Capital Strategies
New York
$449K
FWA
1435
FSM Wealth Advisors
Ohio
$447K -$11.5K -23 -3%
PL
1436
Perpetual Ltd
Australia
$447K -$73.9M -148,167 -99%
BWG
1437
Berry Wealth Group
Texas
$446K +$16K +32 +4%
DCM
1438
Dudley Capital Management
Virginia
$445K -$26.5K -53 -6%
OL
1439
OneFund LLC
Florida
$443K -$3.49K -7 -0.8%
ACIM
1440
Azimuth Capital Investment Management
Michigan
$443K -$37.4K -75 -8%
HFM
1441
Hartford Funds Management
Pennsylvania
$442K +$15K +30 +4%
CA
1442
Centerpoint Advisors
Massachusetts
$442K -$33.9K -68 -8%
TWM
1443
Topsail Wealth Management
North Carolina
$441K -$6.99K -14 -2%
LI
1444
Lafayette Investments
Maryland
$441K +$34.9K +70 +9%
LA
1445
LM Advisors
California
$440K -$38.4K -77 -8%
JSC
1446
Jackson Square Capital
California
$440K
RP
1447
Riverwater Partners
Wisconsin
$439K +$13.5K +27 +3%
AO
1448
Advisor OS
Illinois
$439K +$28.9K +58 +7%
CF
1449
Convergence Financial
Missouri
$439K -$998 -2 -0.2%
WA
1450
Wambolt & Associates
Colorado
$438K -$167K -334 -29%

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.