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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
NPFS
1701
Novak & Powell Financial Services
Florida
$245K
WCFA
1702
Walkner Condon Financial Advisors
Wisconsin
$245K +$2K +4 +0.9%
LTI
1703
Laffer Tengler Investments
Tennessee
$244K
HIGP
1704
Hill Investment Group Partners
Missouri
$243K +$2.5K +5 +1%
PFM
1705
Patton Fund Management
Texas
$241K +$229K +458 New
PPC
1706
Park Place Capital
Alabama
$241K -$55.4K -111 -20%
S
1707
Sunpointe
Missouri
$241K -$28.9K -58 -11%
LI
1708
LVZ Inc
Michigan
$240K
DMBA
1709
Deseret Mutual Benefit Administrators
Utah
$240K
IA
1710
IFC Advisors
California
$240K
MEG
1711
Millstone Evans Group
Colorado
$240K -$3.49K -7 -2%
CCG
1712
Catalina Capital Group
California
$239K -$80.8K -162 -26%
WC
1713
Wynn Capital
Georgia
$239K -$4.99K -10 -2%
LWM
1714
LeConte Wealth Management
Tennessee
$239K +$227K +454 New
PWA
1715
Physician Wealth Advisors
Utah
$239K +$14K +28 +7%
SAI
1716
Systematic Alpha Investments
New Jersey
$238K
PAS
1717
Parsonex Advisory Services
Colorado
$237K +$225K +450 New
VCM
1718
Virtue Capital Management
Tennessee
$237K -$250K -501 -53%
MME
1719
Meag Munich Ergo
Germany
$235K -$486K -974 -69%
VVP
1720
Venture Visionary Partners
Ohio
$235K -$11.5K -23 -5%
SCM
1721
SCS Capital Management
Massachusetts
$235K -$14K -28 -6%
MNBTD
1722
Moody National Bank Trust Division
Texas
$234K
PIA
1723
Perennial Investment Advisors
California
$234K +$5.49K +11 +3%
GPI
1724
General Partner Inc
Pennsylvania
$234K
WIM
1725
Warwick Investment Management
Texas
$234K -$32.9K -66 -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.