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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 131 funds opening new positions, 791 increasing their positions, 791 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
-20
Holders Change %
-0.98%
% 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
131
Increased
791
Reduced
791
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 %
FIM
1701
Freedom Investment Management
Connecticut
$232K +$4.22K +8 +2%
DWM
1702
Darwin Wealth Management
Florida
$232K -$22.1K -42 -9%
AGC
1703
Aspen Grove Capital
Colorado
$231K +$231K +439 New
PFA
1704
Pure Financial Advisors
California
$231K +$231K +439 New
BFIM
1705
Beese Fulmer Investment Management
Ohio
$231K -$528 -1 -0.2%
SA
1706
Stewardship Advisors
Pennsylvania
$231K +$3.16K +6 +1%
SL
1707
Sentinus LLC
Illinois
$230K +$7.38K +14 +3%
MLL
1708
Moody Lynn & Lieberson
Massachusetts
$230K +$12.7K +24 +6%
SLWA
1709
San Luis Wealth Advisors
California
$229K – – –
LSPW
1710
Lake Street Private Wealth
Illinois
$229K -$15.3K -29 -6%
TC
1711
TFR Capital
Texas
$229K +$229K +434 New
FI
1712
Financial Insights
Washington
$229K +$229K +434 New
CT
1713
Clearstead Trust
Maine
$226K +$163K +310 +263%
VBCG
1714
Valley Brook Capital Group
Pennsylvania
$224K – – –
FWM
1715
FFT Wealth Management
Pennsylvania
$224K – – –
AL
1716
Aspiriant LLC
California
$223K -$34.3K -65 -13%
HPA
1717
High Probability Advisors
New York
$221K +$221K +419 New
FAN
1718
Financial Advisors Network
California
$220K – – –
SA
1719
SRN Advisors
Pennsylvania
$220K -$26.4K -50 -11%
HC
1720
Hamilton Capital
Ohio
$220K +$9.49K +18 +5%
APGDR
1721
Absoluto Partners Gestao de Recursos
Brazil
$220K -$1.35M -2,558 -86%
BBA
1722
Braun-Bostich & Associates
Pennsylvania
$220K -$39K -74 -15%
BCP
1723
Blue Chip Partners
Michigan
$220K +$4.22K +8 +2%
GWANC
1724
Guardian Wealth Advisors (North Carolina)
North Carolina
$218K -$3.69K -7 -2%
TA
1725
Teramo Advisors
Florida
$218K – – –
67 68
69
70 71