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 %
BIA
1576
Bell Investment Advisors
California
$303K -$26.9K -51 -8%
SW
1577
StrongBox Wealth
Missouri
$303K – – –
PP
1578
Patten & Patten
Tennessee
$302K -$14.2K -27 -5%
ACA
1579
Affinity Capital Advisors
California
$302K -$7.38K -14 -2%
ANTB
1580
AMG National Trust Bank
Colorado
$302K -$5.27K -10 -2%
MMA
1581
Mizuho Markets Americas
New York
$302K -$1M -1,902 -77%
GVAG
1582
Great Valley Advisor Group
Delaware
$301K -$528 -1 -0.2%
KFS
1583
Keynote Financial Services
Connecticut
$301K -$36.9K -70 -11%
MIP
1584
Marietta Investment Partners
Wisconsin
$301K – – –
GA
1585
Goldstein Advisors
Wisconsin
$300K -$11.6K -22 -4%
EL
1586
EWA LLC
Pennsylvania
$299K +$14.2K +27 +5%
NWAG
1587
Net Worth Advisory Group
Utah
$299K +$7.39K +14 +3%
CPA
1588
Capital Performance Advisors
California
$298K +$298K +564 New
RFW
1589
Rainier Family Wealth
Washington
$293K -$35.3K -67 -11%
OAM
1590
Occidental Asset Management
California
$293K +$8.44K +16 +3%
EW
1591
Elyxium Wealth
California
$293K +$12.1K +23 +4%
AWP
1592
Ascent Wealth Partners
New York
$292K -$82.8K -157 -22%
FI
1593
FWG Investments
Kentucky
$291K +$291K +552 New
AFA
1594
AA Financial Advisors
Ohio
$291K +$291K +551 New
CWM
1595
Compass Wealth Management
Connecticut
$290K -$54.3K -103 -16%
VEA
1596
Virtus ETF Advisers
New York
$290K – – –
RA
1597
RFG Advisory
Alabama
$290K -$11.6K -22 -4%
CMBA
1598
C.M. Bidwell & Associates
Hawaii
$289K -$69.6K -132 -19%
VFG
1599
Victory Financial Group
Texas
$289K +$37.4K +71 +15%
FA
1600
Financial Alternatives
California
$289K – – –
62 63
64
65 66