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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 %
CIG
1726
Cairn Investment Group
Washington
$218K – – –
NCTC
1727
New Covenant Trust Company
Indiana
$217K -$2.59K -5 -1%
WAS
1728
Wealth Advisory Solutions
Indiana
$217K -$29.5K -56 -12%
AGP
1729
Aspire Growth Partners
Florida
$217K -$54.9K -104 -20%
BPWM
1730
Badgley Phelps Wealth Managers
Washington
$217K -$4.22K -8 -2%
MWA
1731
Motive Wealth Advisors
Michigan
$217K +$217K +411 New
WIA
1732
Wetzel Investment Advisors
Indiana
$216K -$13.2K -25 -6%
RPA
1733
Rock Point Advisors
Vermont
$216K – – –
ILI
1734
Invesco LLC (Illinois)
Illinois
$216K +$216K +410 New
MCM
1735
Mitchell Capital Management
Kansas
$216K -$524 -1 -0.2%
PA
1736
PFW Advisors
Georgia
$215K – – –
OFW
1737
Omnia Family Wealth
Florida
$215K +$215K +407 New
OFO
1738
OneAscent Family Office
Alabama
$214K -$10.6K -20 -5%
MSAM
1739
Moloney Securities Asset Management
Missouri
$214K +$5.27K +10 +3%
FCG
1740
Fielder Capital Group
Tennessee
$212K +$212K +402 New
BWA
1741
Brave Warrior Advisors
New York
$211K – – –
AAS
1742
Ameritas Advisory Services
Nebraska
$211K -$315K -598 -60%
SCM
1743
Sandler Capital Management
New York
$211K -$3.66M -6,949 -95%
RCM
1744
Richardson Capital Management
Wisconsin
$211K – – –
CK
1745
Cohen Klingenstein
New York
$211K – – –
CC
1746
Cadinha & Co
Hawaii
$211K – – –
IWM
1747
Integris Wealth Management
California
$211K – – –
TWM
1748
Tanglewood Wealth Management
Texas
$211K +$211K +400 New
AAM
1749
Auxier Asset Management
Oregon
$209K – – –
IP
1750
Investment Partners
Ohio
$209K +$527 +1 +0.3%
68 69
70
71 72