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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
FA
1451
FDx Advisors
Illinois
$438K -$3.49K -7 -0.8%
APW
1452
Acima Private Wealth
Virginia
$436K
GKFF
1453
George Kaiser Family Foundation
Oklahoma
$436K +$138K +277 +50%
PGCM
1454
Prescott Group Capital Management
Oklahoma
$436K +$138K +277 +50%
CAL
1455
Capital Advisors Ltd
Ohio
$431K -$13K -26 -3%
LCM
1456
Legato Capital Management
California
$429K +$2.5K +5 +0.6%
CT
1457
Chicago Trust
Illinois
$429K -$504K -1,010 -55%
SEA
1458
Stegent Equity Advisors
Texas
$428K +$76.4K +153 +23%
ACP
1459
Argyle Capital Partners
California
$427K -$19.5K -39 -5%
AIA
1460
Accelerate Investment Advisors
California
$426K -$35.4K -71 -8%
CFO
1461
CVA Family Office
Colorado
$422K -$2.5K -5 -0.6%
NED
1462
Nancy E. Dempze
$422K
PHS
1463
Pekin Hardy Strauss
Illinois
$420K
SCA
1464
Stokes Capital Advisors
South Carolina
$420K -$207K -414 -34%
BB
1465
Burford Brothers
Texas
$419K +$499 +1 +0.1%
CA
1466
Cache Advisors
California
$416K
AMCA
1467
Arthur M. Cohen & Associates
Illinois
$415K
JWCA
1468
J.W. Cole Advisors
Florida
$415K +$24.5K +49 +7%
LNB
1469
Ledyard National Bank
$414K -$12K -24 -3%
NLGIA
1470
Nippon Life Global Investors Americas
New York
$411K -$200K -400 -34%
MA
1471
MJP Associates
Connecticut
$411K +$23K +46 +6%
DOA
1472
D'Orazio & Associates
Virginia
$411K -$7.49K -15 -2%
CCA
1473
Cobblestone Capital Advisors
New York
$410K
CPRC
1474
Consolidated Portfolio Review Corp
New York
$410K +$1.5K +3 +0.4%
DO
1475
denkapparat Operations
Germany
$408K

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.