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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
BGCP
1526
Bristol Gate Capital Partners
Ontario, Canada
$369K
AWM
1527
Angeles Wealth Management
California
$369K +$66.9K +134 +24%
FCM
1528
Family Capital Management
Michigan
$368K +$348K +697 New
SRL
1529
Scientech Research LLC
New Jersey
$367K +$347K +696 New
C
1530
Covestor
United Kingdom
$365K +$4.99K +10 +1%
GDP
1531
Great Diamond Partners
Maine
$364K +$998 +2 +0.3%
MCWA
1532
Meadow Creek Wealth Advisors
Georgia
$360K -$3.99K -8 -1%
WA
1533
Wealth Architects
California
$359K -$10.5K -21 -3%
PL
1534
Plancorp LLC
Missouri
$359K +$44.9K +90 +15%
SIC
1535
Samalin Investment Counsel
New York
$358K -$18K -36 -5%
BOS
1536
Bank of Stockton
California
$358K -$17.5K -35 -5%
MA
1537
MONECO Advisors
Connecticut
$356K +$79.9K +160 +31%
CPA
1538
Capital Planning Advisors
California
$354K -$499 -1 -0.1%
MWM
1539
MGB Wealth Management
Texas
$354K -$25K -50 -7%
SB
1540
Simmons Bank
Arkansas
$353K -$16.5K -33 -5%
DE
1541
Diversified Enterprises
Delaware
$353K -$31.9K -64 -9%
PWP
1542
Phillips Wealth Planners
Mississippi
$350K +$5.99K +12 +2%
CFSG
1543
Community Financial Services Group
Vermont
$350K +$331K +663 New
MHC
1544
May Hill Capital
Massachusetts
$346K +$44.9K +90 +16%
SRC
1545
Shufro Rose & Co
New York
$346K -$49.9K -100 -13%
TW
1546
Traveka Wealth
California
$345K -$23.5K -47 -7%
GP
1547
Gallo Partners
New Jersey
$345K -$5.99M -12,011 -95%
SP
1548
Stablepoint Partners
Massachusetts
$345K -$5.99K -12 -2%
ICP
1549
Impact Capital Partners
Colorado
$344K -$12K -24 -4%
PPW
1550
Pasadena Private Wealth
California
$344K

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.