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 %
AFW
1601
Avantra Family Wealth
Pennsylvania
$289K +$15.3K +29 +6%
BCM
1602
Brookstone Capital Management
Illinois
$288K +$20K +38 +7%
WF
1603
Wayfinding Financial
Washington
$287K -$22.5K -40 -7%
AWM
1604
Aviso Wealth Management
Washington
$285K +$14.8K +28 +5%
MIM
1605
Meridiem Investment Management
United Kingdom
$285K – – –
WCM
1606
Wedge Capital Management
North Carolina
$283K -$26.9K -51 -9%
GKWIM
1607
Gerber Kawasaki Wealth & Investment Management
California
$282K +$17.4K +33 +7%
SLA
1608
Silver Lake Advisory
Utah
$281K +$528 +1 +0.2%
PCMC
1609
Paragon Capital Management (Colorado)
Colorado
$281K – – –
RCG
1610
Ruane, Cunniff & Goldfarb
New York
$280K – – –
PJWM
1611
Philip James Wealth Mangement
Georgia
$280K +$6.86K +13 +3%
BAM
1612
Blueshift Asset Management
New Jersey
$279K +$279K +530 New
CFP
1613
Cascade Financial Partners
California
$279K – – –
EFSCE
1614
Enterprise Financial Services Corp (EFSC)
Missouri
$279K +$6.86K +13 +3%
AAMU
1615
AEGON Asset Management (UK)
United Kingdom
$278K +$48.4K +92 +21%
HI
1616
Hendershot Investments
Virginia
$278K – – –
MA
1617
Mezzasalma Advisors
New Jersey
$278K – – –
WI
1618
WrapManager Inc
California
$277K -$11.6K -22 -4%
BFA
1619
Bragg Financial Advisors
North Carolina
$277K +$2.11K +4 +0.8%
G
1620
GenTrust
Florida
$276K -$108K -205 -28%
DBIA
1621
Dumont & Blake Investment Advisors
New Jersey
$276K – – –
FOA
1622
Five Oceans Advisors
California
$276K +$1.58K +3 +0.6%
TCOT
1623
Trust Company of Toledo
Ohio
$275K – – –
FP
1624
Financial Perspectives
Minnesota
$274K +$6.86K +13 +3%
LSL
1625
Legacy Solutions LLC
Pennsylvania
$272K +$30.6K +58 +13%
63 64
65
66 67