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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 %
EMCIP
1626
Ewing Morris & Co Investment Partners
Ontario, Canada
$272K -$1.38M -2,610 -84%
MTC
1627
McDaniel Terry & Co
Texas
$272K – – –
PWM
1628
Partners Wealth Management
California
$269K – – –
GF
1629
GGM Financials
Ohio
$268K +$527 +1 +0.2%
WLIM
1630
White Lighthouse Investment Management
Massachusetts
$266K -$26.4K -50 -9%
SIM
1631
Stratos Investment Management
Ohio
$266K -$14.2K -27 -5%
1WM
1632
1858 Wealth Management
Ohio
$266K +$52.7K +100 +25%
TIA
1633
Traphagen Investment Advisors
New Jersey
$265K – – –
CP
1634
Canopy Partners
Ohio
$265K +$2.64K +5 +1%
MPM
1635
MBB Public Markets
Illinois
$264K -$61.2K -116 -19%
LSV Asset Management
1636
LSV Asset Management
Illinois
$264K – – –
CAM
1637
Claret Asset Management
Quebec, Canada
$264K +$264K +500 New
Koshinski Asset Management
1638
Koshinski Asset Management
Illinois
$264K +$264K +500 New
LWMM
1639
Legacy Wealth Management (Mississippi)
Mississippi
$264K – – –
MIM
1640
Marco Investment Management
Georgia
$264K – – –
EWS
1641
Eagle Wealth Strategies
New Jersey
$263K -$527 -1 -0.2%
FFA
1642
Florida Financial Advisors
Florida
$262K +$43.2K +82 +20%
AA
1643
Advisory Alpha
Michigan
$262K +$262K +497 New
RWP
1644
Revolve Wealth Partners
New Jersey
$261K -$527 -1 -0.2%
NB
1645
Nicolet Bankshares
Wisconsin
$261K – – –
CPBTD
1646
Central Pacific Bank - Trust Division
Hawaii
$260K -$20K -38 -7%
PGA
1647
Portland Global Advisors
Maine
$259K +$1.06K +2 +0.4%
HAS
1648
HBW Advisory Services
California
$259K +$3.16K +6 +1%
DIM
1649
Delta Investment Management
California
$259K -$14.2K -27 -5%
RCP
1650
Rothschild Capital Partners
New York
$258K – – –
64 65
66
67 68