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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
ATS
1726
Ashton Thomas Securities
New York
$233K -$7.49K -15 -3%
TCM
1727
Tandem Capital Management
New Jersey
$233K -$3.49K -7 -2%
DWM
1728
Dakota Wealth Management
Florida
$232K +$220K +440 New
FPW
1729
Flywheel Private Wealth
California
$232K
FIM
1730
Freedom Investment Management
Connecticut
$232K +$3.99K +8 +2%
DWM
1731
Darwin Wealth Management
Florida
$232K -$21K -42 -9%
AGC
1732
Aspen Grove Capital
Colorado
$231K +$219K +439 New
PFA
1733
Pure Financial Advisors
California
$231K +$219K +439 New
BFIM
1734
Beese Fulmer Investment Management
Ohio
$231K -$499 -1 -0.2%
SA
1735
Stewardship Advisors
Pennsylvania
$231K +$2.99K +6 +1%
SL
1736
Sentinus LLC
Illinois
$230K +$6.99K +14 +3%
MLL
1737
Moody Lynn & Lieberson
Massachusetts
$230K +$12K +24 +6%
SLWA
1738
San Luis Wealth Advisors
California
$229K
LSPW
1739
Lake Street Private Wealth
Illinois
$229K -$14.5K -29 -6%
FI
1740
Financial Insights
Washington
$229K +$217K +434 New
TC
1741
TFR Capital
Texas
$229K +$217K +434 New
CT
1742
Clearstead Trust
Maine
$226K +$155K +310 +263%
VBCG
1743
Valley Brook Capital Group
Pennsylvania
$224K
FWM
1744
FFT Wealth Management
Pennsylvania
$224K
AL
1745
Aspiriant LLC
California
$223K -$32.4K -65 -13%
HPA
1746
High Probability Advisors
New York
$221K +$209K +419 New
FAN
1747
Financial Advisors Network
California
$220K
SA
1748
SRN Advisors
Pennsylvania
$220K -$25K -50 -11%
HC
1749
Hamilton Capital
Ohio
$220K +$8.98K +18 +5%
APGDR
1750
Absoluto Partners Gestao de Recursos
Brazil
$220K -$1.28M -2,558 -86%

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.