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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
RCP
1676
Rothschild Capital Partners
New York
$258K
QL
1677
Quarry LP
New York
$258K -$57.4K -115 -19%
KFI
1678
Key Financial Inc
Pennsylvania
$257K
HCM
1679
Hengehold Capital Management
Ohio
$256K
CF
1680
Copperwynd Financial
Arizona
$255K +$14.5K +29 +6%
AWE
1681
Avidian Wealth Enterprises
Texas
$255K +$4.99K +10 +2%
SIMG
1682
Stephens Investment Management Group
Texas
$254K
SP
1683
Saranac Partners
$253K -$211K -423 -47%
SNBOSD
1684
Security National Bank of So Dak
Iowa
$253K -$3.49K -7 -1%
ZIM
1685
Zacks Investment Management
Illinois
$253K -$79.9K -160 -25%
YWM
1686
Yukon Wealth Management
Kansas
$252K +$5.99K +12 +3%
SPP
1687
Single Point Partners
Massachusetts
$252K
KWA
1688
Kondo Wealth Advisors
California
$252K +$499 +1 +0.2%
OCM
1689
One Capital Management
California
$252K +$238K +477 New
SAF
1690
Smith Anglin Financial
Texas
$251K -$6.49K -13 -3%
VCWM
1691
Vista Cima Wealth Management
Arizona
$250K +$499 +1 +0.2%
NSG
1692
Nalls Sherbakoff Group
Tennessee
$250K +$14K +28 +6%
UFF
1693
USA Financial Formulas
Michigan
$250K +$237K +475 New
OIS
1694
OneAscent Investment Solutions
Alabama
$249K +$1.5K +3 +0.6%
RA
1695
Ruggaard & Associates
Ohio
$249K -$3.99K -8 -2%
IWP
1696
Innova Wealth Partners
Pennsylvania
$247K +$29.9K +60 +15%
PB
1697
Pinnacle Bancorp
Nebraska
$247K -$36.4K -73 -13%
IWP
1698
Invenio Wealth Partners
Florida
$246K -$58.9K -118 -20%
WB
1699
West Bancorporation
Iowa
$246K -$2.99K -6 -1%
AIA
1700
AssuredPartners Investment Advisors
Florida
$246K -$506K -1,013 -68%

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.