SPGI icon

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 %
GAA
1551
Global Assets Advisory
Florida
$323K -$4.24K -8 -1%
EGWAG
1552
Elwood & Goetz Wealth Advisory Group
Georgia
$323K – – –
IFS
1553
Ifrah Financial Services
Arkansas
$322K -$3.69K -7 -1%
TWP
1554
Tyche Wealth Partners
Texas
$321K -$3.69K -7 -1%
CB
1555
Community Bank
New York
$321K -$30.1K -57 -9%
JMFC
1556
J.M. Forbes & Co
Massachusetts
$320K +$19.5K +37 +7%
CFG
1557
Carr Financial Group
Massachusetts
$319K +$27.4K +52 +9%
SMC
1558
Smith, Moore & Co
Missouri
$318K +$2.64K +5 +0.8%
VA
1559
Valmark Advisers
Ohio
$317K +$20.6K +39 +7%
TFM
1560
TFC Financial Management
Massachusetts
$317K – – –
PAM
1561
Paradigm Asset Management
New York
$316K +$158K +300 +100%
SIC
1562
Salem Investment Counselors
North Carolina
$314K +$1.58K +3 +0.5%
CMP
1563
Courage Miller Partners
Virginia
$314K – – –
GAM
1564
Gould Asset Management
California
$313K -$7.91K -15 -2%
GC
1565
Grimes & Company
Massachusetts
$312K +$15.8K +30 +5%
SCM
1566
Sunbeam Capital Management
Georgia
$311K +$527 +1 +0.2%
KTC
1567
Kentucky Trust Company
Kentucky
$311K – – –
FFA
1568
Founders Financial Alliance
North Carolina
$309K -$197K -374 -39%
BFG
1569
Bouchey Financial Group
New York
$308K -$15.8K -30 -5%
BWS
1570
Broadway Wealth Solutions
Texas
$308K -$2.64K -5 -0.9%
AA
1571
Acorns Advisers
California
$307K +$47.9K +91 +18%
IP
1572
Isthmus Partners
Wisconsin
$307K – – –
NFC
1573
Northeast Financial Consultants
Connecticut
$305K – – –
IWN
1574
Independent Wealth Network
Iowa
$305K +$15.3K +29 +5%
CWG
1575
Cornerstone Wealth Group
North Carolina
$304K +$22.7K +43 +8%
61 62
63
64 65