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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
EMCIP
1651
Ewing Morris & Co Investment Partners
Ontario, Canada
$272K -$1.3M -2,610 -84%
MTC
1652
McDaniel Terry & Co
Texas
$272K
PWM
1653
Partners Wealth Management
California
$269K
GF
1654
GGM Financials
Ohio
$268K +$499 +1 +0.2%
PPG
1655
Peak Planning Group
Colorado
$268K -$96.3K -193 -28%
WLIM
1656
White Lighthouse Investment Management
Massachusetts
$266K -$25K -50 -9%
SIM
1657
Stratos Investment Management
Ohio
$266K -$13.5K -27 -5%
1WM
1658
1858 Wealth Management
Ohio
$266K +$49.9K +100 +25%
TIA
1659
Traphagen Investment Advisors
New Jersey
$265K
CP
1660
Canopy Partners
Ohio
$265K +$2.5K +5 +1%
MPM
1661
MBB Public Markets
Illinois
$264K -$57.9K -116 -19%
LSV Asset Management
1662
LSV Asset Management
Illinois
$264K
CAM
1663
Claret Asset Management
Quebec, Canada
$264K +$250K +500 New
Koshinski Asset Management
1664
Koshinski Asset Management
Illinois
$264K +$250K +500 New
LWMM
1665
Legacy Wealth Management (Mississippi)
Mississippi
$264K
MIM
1666
Marco Investment Management
Georgia
$264K
EWS
1667
Eagle Wealth Strategies
New Jersey
$263K -$499 -1 -0.2%
FFA
1668
Florida Financial Advisors
Florida
$262K +$40.9K +82 +20%
AA
1669
Advisory Alpha
Michigan
$262K +$248K +497 New
RWP
1670
Revolve Wealth Partners
New Jersey
$261K -$499 -1 -0.2%
NB
1671
Nicolet Bankshares
Wisconsin
$261K
CPBTD
1672
Central Pacific Bank - Trust Division
Hawaii
$260K -$19K -38 -7%
PGA
1673
Portland Global Advisors
Maine
$259K +$998 +2 +0.4%
HAS
1674
HBW Advisory Services
California
$259K +$2.99K +6 +1%
DIM
1675
Delta Investment Management
California
$259K -$13.5K -27 -5%

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.