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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
SW
1601
StrongBox Wealth
Missouri
$303K
PP
1602
Patten & Patten
Tennessee
$302K -$13.5K -27 -5%
ACA
1603
Affinity Capital Advisors
California
$302K -$6.99K -14 -2%
ANTB
1604
AMG National Trust Bank
Colorado
$302K -$4.99K -10 -2%
MMA
1605
Mizuho Markets Americas
New York
$302K -$949K -1,902 -77%
GVAG
1606
Great Valley Advisor Group
Delaware
$301K -$499 -1 -0.2%
KFS
1607
Keynote Financial Services
Connecticut
$301K -$34.9K -70 -11%
MIP
1608
Marietta Investment Partners
Wisconsin
$301K
GA
1609
Goldstein Advisors
Wisconsin
$300K -$11K -22 -4%
EL
1610
EWA LLC
Pennsylvania
$299K +$13.5K +27 +5%
FNT
1611
First Nebraska Trust
Nebraska
$299K
NWAG
1612
Net Worth Advisory Group
Utah
$299K +$6.99K +14 +3%
CPA
1613
Capital Performance Advisors
California
$298K +$281K +564 New
RFW
1614
Rainier Family Wealth
Washington
$293K -$33.4K -67 -11%
OAM
1615
Occidental Asset Management
California
$293K +$7.99K +16 +3%
EW
1616
Elyxium Wealth
California
$293K +$11.5K +23 +4%
AWP
1617
Ascent Wealth Partners
New York
$292K -$78.4K -157 -22%
FI
1618
FWG Investments
Kentucky
$291K +$275K +552 New
AFA
1619
AA Financial Advisors
Ohio
$291K +$275K +551 New
CWM
1620
Compass Wealth Management
Connecticut
$290K -$51.4K -103 -16%
VEA
1621
Virtus ETF Advisers
New York
$290K
RA
1622
RFG Advisory
Alabama
$290K -$11K -22 -4%
CMBA
1623
C.M. Bidwell & Associates
Hawaii
$289K -$65.9K -132 -19%
VFG
1624
Victory Financial Group
Texas
$289K +$35.4K +71 +15%
FA
1625
Financial Alternatives
California
$289K

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.