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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
AFW
1626
Avantra Family Wealth
Pennsylvania
$289K +$14.5K +29 +6%
BCM
1627
Brookstone Capital Management
Illinois
$288K +$19K +38 +7%
WF
1628
Wayfinding Financial
Washington
$287K -$20K -40 -7%
AWM
1629
Aviso Wealth Management
Washington
$285K +$14K +28 +5%
MIM
1630
Meridiem Investment Management
United Kingdom
$285K
WCM
1631
Wedge Capital Management
North Carolina
$283K -$25.5K -51 -9%
GKWIM
1632
Gerber Kawasaki Wealth & Investment Management
California
$282K +$16.5K +33 +7%
SLA
1633
Silver Lake Advisory
Utah
$281K +$499 +1 +0.2%
PCMC
1634
Paragon Capital Management (Colorado)
Colorado
$281K
RCG
1635
Ruane, Cunniff & Goldfarb
New York
$280K
PJWM
1636
Philip James Wealth Mangement
Georgia
$280K +$6.49K +13 +3%
BAM
1637
Blueshift Asset Management
New Jersey
$279K +$265K +530 New
CFP
1638
Cascade Financial Partners
California
$279K
EFSCE
1639
Enterprise Financial Services Corp (EFSC)
Missouri
$279K +$6.49K +13 +3%
AAMU
1640
AEGON Asset Management (UK)
United Kingdom
$278K +$45.9K +92 +21%
HI
1641
Hendershot Investments
Virginia
$278K
MA
1642
Mezzasalma Advisors
New Jersey
$278K
WI
1643
WrapManager Inc
California
$277K -$11K -22 -4%
BFA
1644
Bragg Financial Advisors
North Carolina
$277K +$2K +4 +0.8%
G
1645
GenTrust
Florida
$276K -$102K -205 -28%
DBIA
1646
Dumont & Blake Investment Advisors
New Jersey
$276K
FOA
1647
Five Oceans Advisors
California
$276K +$1.5K +3 +0.6%
TCOT
1648
Trust Company of Toledo
Ohio
$275K
FP
1649
Financial Perspectives
Minnesota
$274K +$6.49K +13 +3%
LSL
1650
Legacy Solutions LLC
Pennsylvania
$272K +$28.9K +58 +13%

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.