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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 %
QL
1651
Quarry LP
New York
$258K -$60.6K -115 -19%
KFI
1652
Key Financial Inc
Pennsylvania
$257K – – –
HCM
1653
Hengehold Capital Management
Ohio
$256K – – –
CF
1654
Copperwynd Financial
Arizona
$255K +$15.3K +29 +6%
AWE
1655
Avidian Wealth Enterprises
Texas
$255K +$5.27K +10 +2%
SIMG
1656
Stephens Investment Management Group
Texas
$254K – – –
SNBOSD
1657
Security National Bank of So Dak
Iowa
$253K -$3.69K -7 -1%
ZIM
1658
Zacks Investment Management
Illinois
$253K -$84.4K -160 -25%
YWM
1659
Yukon Wealth Management
Kansas
$252K +$6.33K +12 +3%
SPP
1660
Single Point Partners
Massachusetts
$252K – – –
KWA
1661
Kondo Wealth Advisors
California
$252K +$529 +1 +0.2%
OCM
1662
One Capital Management
California
$252K +$252K +477 New
SAF
1663
Smith Anglin Financial
Texas
$251K -$6.85K -13 -3%
VCWM
1664
Vista Cima Wealth Management
Arizona
$250K +$527 +1 +0.2%
UFF
1665
USA Financial Formulas
Michigan
$250K +$250K +475 New
OIS
1666
OneAscent Investment Solutions
Alabama
$249K +$1.58K +3 +0.6%
RA
1667
Ruggaard & Associates
Ohio
$249K -$4.22K -8 -2%
IWP
1668
Innova Wealth Partners
Pennsylvania
$247K +$31.7K +60 +15%
PB
1669
Pinnacle Bancorp
Nebraska
$247K -$38.5K -73 -13%
IWP
1670
Invenio Wealth Partners
Florida
$246K -$62.2K -118 -20%
WB
1671
West Bancorporation
Iowa
$246K -$3.16K -6 -1%
AIA
1672
AssuredPartners Investment Advisors
Florida
$246K -$534K -1,013 -68%
NPFS
1673
Novak & Powell Financial Services
Florida
$245K – – –
WCFA
1674
Walkner Condon Financial Advisors
Wisconsin
$245K +$2.11K +4 +0.9%
LTI
1675
Laffer Tengler Investments
Tennessee
$244K – – –
65 66
67
68 69