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
EGWAG
1576
Elwood & Goetz Wealth Advisory Group
Georgia
$323K
IFS
1577
Ifrah Financial Services
Arkansas
$322K -$3.49K -7 -1%
TWP
1578
Tyche Wealth Partners
Texas
$321K -$3.49K -7 -1%
CB
1579
Community Bank
New York
$321K -$28.4K -57 -9%
JMFC
1580
J.M. Forbes & Co
Massachusetts
$320K +$18.5K +37 +7%
CFG
1581
Carr Financial Group
Massachusetts
$319K +$26K +52 +9%
SMC
1582
Smith, Moore & Co
Missouri
$318K +$2.5K +5 +0.8%
VA
1583
Valmark Advisers
Ohio
$317K +$19.5K +39 +7%
TFM
1584
TFC Financial Management
Massachusetts
$317K
PAM
1585
Paradigm Asset Management
New York
$316K +$150K +300 +100%
SIC
1586
Salem Investment Counselors
North Carolina
$314K +$1.5K +3 +0.5%
CMP
1587
Courage Miller Partners
Virginia
$314K
GAM
1588
Gould Asset Management
California
$313K -$7.49K -15 -2%
GC
1589
Grimes & Company
Massachusetts
$312K +$15K +30 +5%
SCM
1590
Sunbeam Capital Management
Georgia
$311K +$499 +1 +0.2%
KTC
1591
Kentucky Trust Company
Kentucky
$311K
FFA
1592
Founders Financial Alliance
North Carolina
$309K -$187K -374 -39%
BFG
1593
Bouchey Financial Group
New York
$308K -$15K -30 -5%
BWS
1594
Broadway Wealth Solutions
Texas
$308K -$2.5K -5 -0.9%
AA
1595
Acorns Advisers
California
$307K +$45.4K +91 +18%
IP
1596
Isthmus Partners
Wisconsin
$307K
NFC
1597
Northeast Financial Consultants
Connecticut
$305K
IWN
1598
Independent Wealth Network
Iowa
$305K +$14.5K +29 +5%
CWG
1599
Cornerstone Wealth Group
North Carolina
$304K +$21.5K +43 +8%
BIA
1600
Bell Investment Advisors
California
$303K -$25.5K -51 -8%

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.