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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
27.22%
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 %
NW
1501
Naviter Wealth
Arkansas
$371K +$27.9K +53 +8%
SWA
1502
Sax Wealth Advisors
New Jersey
$369K +$369K +700 New
BCFD
1503
Boit C.F. David
$369K – – –
BGCP
1504
Bristol Gate Capital Partners
Ontario, Canada
$369K – – –
AWM
1505
Angeles Wealth Management
California
$369K +$70.7K +134 +24%
FCM
1506
Family Capital Management
Michigan
$368K +$368K +697 New
SRL
1507
Scientech Research LLC
New Jersey
$367K +$367K +696 New
C
1508
Covestor
United Kingdom
$365K +$5.28K +10 +1%
GDP
1509
Great Diamond Partners
Maine
$364K +$1.06K +2 +0.3%
MCWA
1510
Meadow Creek Wealth Advisors
Georgia
$360K -$4.22K -8 -1%
WA
1511
Wealth Architects
California
$359K -$11.1K -21 -3%
PL
1512
Plancorp LLC
Missouri
$359K +$47.5K +90 +15%
SIC
1513
Samalin Investment Counsel
New York
$358K -$19K -36 -5%
BOS
1514
Bank of Stockton
California
$358K -$18.5K -35 -5%
MA
1515
MONECO Advisors
Connecticut
$356K +$84.4K +160 +31%
CPA
1516
Capital Planning Advisors
California
$354K -$527 -1 -0.1%
MWM
1517
MGB Wealth Management
Texas
$354K -$26.4K -50 -7%
SB
1518
Simmons Bank
Arkansas
$353K -$17.4K -33 -5%
DE
1519
Diversified Enterprises
Delaware
$353K -$33.7K -64 -9%
PWP
1520
Phillips Wealth Planners
Mississippi
$350K +$6.32K +12 +2%
CFSG
1521
Community Financial Services Group
Vermont
$350K +$350K +663 New
MHC
1522
May Hill Capital
Massachusetts
$346K +$47.5K +90 +16%
SRC
1523
Shufro Rose & Co
New York
$346K -$50.8K -100 -13%
TW
1524
Traveka Wealth
California
$345K -$24.8K -47 -7%
GP
1525
Gallo Partners
New Jersey
$345K -$6.33M -12,011 -95%
59 60
61
62 63