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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
II
1551
Impact Investors
California
$344K +$1.5K +3 +0.5%
ACM
1552
Avalon Capital Management
California
$344K
WMA
1553
William Mack & Associates
Michigan
$343K +$13.5K +27 +4%
IFG
1554
Independent Financial Group
California
$343K +$25K +50 +8%
EA
1555
Eclectic Associates
California
$343K -$14K -28 -4%
UOC
1556
University of Chicago
Illinois
$343K
SIA
1557
SGL Investment Advisors
Montana
$342K +$324K +650 New
CWA
1558
Canvas Wealth Advisors
Kansas
$342K +$11.5K +23 +4%
VC
1559
Veracity Capital
Georgia
$341K -$12.5K -25 -4%
IFA
1560
Index Fund Advisors
California
$341K +$323K +647 New
1WA
1561
180 Wealth Advisors
Washington
$340K -$2K -4 -0.6%
LOIM
1562
Liberty One Investment Management
Illinois
$339K -$9.98K -20 -3%
RBC
1563
Romano Brothers & Co
Illinois
$338K +$26K +52 +9%
AWM
1564
Ariadne Wealth Management
California
$337K -$52.9K -106 -15%
HA
1565
Huntleigh Advisors
Missouri
$336K -$7.99K -16 -2%
HWP
1566
Hibernia Wealth Partners
Louisiana
$334K +$316K +634 New
SHGA
1567
Sand Hill Global Advisors
California
$333K +$9.48K +19 +3%
AC
1568
Attessa Capital
Arizona
$333K -$29.9K -60 -8%
MMCM
1569
Murphy & Mullick Capital Management
New York
$332K
BCG
1570
Breakwater Capital Group
New Jersey
$332K +$3.49K +7 +1%
CIA
1571
Compass Ion Advisors
Pennsylvania
$330K
KLCM
1572
KG&L Capital Management
Louisiana
$330K -$216K -433 -41%
V
1573
VeraBank
Texas
$328K -$7.99K -16 -3%
FAIM
1574
Financial Advocates Investment Management
Washington
$325K -$608K -1,218 -66%
GAA
1575
Global Assets Advisory
Florida
$323K -$3.99K -8 -1%

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.