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
TCM
1501
Teza Capital Management
Illinois
$386K -$169K -339 -32%
HR
1502
Hardy Reed
Mississippi
$385K -$52.9K -106 -13%
ACH
1503
ArrowMark Colorado Holdings
Colorado
$385K
WHCI
1504
W.H. Cornerstone Investments
Massachusetts
$384K -$116K -233 -24%
OF
1505
Optimize Financial
California
$381K -$2K -4 -0.6%
NB
1506
Northwest Bancshares
Pennsylvania
$381K +$6.99K +14 +2%
IAN
1507
Integrated Advisors Network
Texas
$381K -$95.3K -191 -21%
BC
1508
Burney Company
Virginia
$378K -$563K -1,129 -61%
PCS
1509
Personal CFO Solutions
New Jersey
$378K +$31.4K +63 +10%
AC
1510
Allstate Corporation
Illinois
$378K -$4.14M -8,298 -92%
IAIM
1511
International Assets Investment Management
Florida
$377K -$113K -226 -24%
AAA
1512
AG Asset Advisory
California
$376K
AI
1513
AXS Investments
New York
$375K -$1.44M -2,885 -80%
PTC
1514
Philadelphia Trust Company
Pennsylvania
$375K
SWM
1515
Sculati Wealth Management
Michigan
$374K
LCM
1516
LVM Capital Management
Michigan
$373K
AA
1517
Armis Advisers
Georgia
$373K +$75.9K +152 +27%
SA
1518
Sovran Advisors
California
$372K +$110K +220 +45%
AWA
1519
AGH Wealth Advisors
Kansas
$372K -$63.9K -128 -15%
FCM
1520
Fourpath Capital Management
Oklahoma
$372K -$26.5K -53 -7%
MWM
1521
Mattern Wealth Management
Kansas
$372K -$23.5K -47 -6%
ACA
1522
Anchor Capital Advisors
Massachusetts
$371K
NW
1523
Naviter Wealth
Arkansas
$371K +$26.5K +53 +8%
SWA
1524
Sax Wealth Advisors
New Jersey
$369K +$349K +700 New
BCFD
1525
Boit C.F. David
$369K

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.