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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 %
BIP
1751
Blue Investment Partners
California
$209K – – –
BCM
1752
BluePath Capital Management
Georgia
$208K -$5.8K -11 -3%
AAMC
1753
Asset Allocation & Management Company
Illinois
$208K +$208K +395 New
FWIA
1754
Fort Washington Investment Advisors
Ohio
$207K +$207K +393 New
APP
1755
Avantax Planning Partners
Iowa
$207K +$207K +392 New
CMS
1756
Capital Market Strategies
Florida
$206K -$98.1K -186 -32%
SMA
1757
Seven Mile Advisory
New Jersey
$206K -$26.9K -51 -12%
JC
1758
JB Capital
Connecticut
$206K +$206K +390 New
CIP
1759
Convergence Investment Partners
Florida
$205K -$673K -1,278 -77%
TF
1760
Tompkins Financial
New York
$204K – – –
Capstone Investment Advisors
1761
Capstone Investment Advisors
New York
$203K -$732K -1,389 -78%
NS
1762
NBC Securities
Alabama
$203K -$1.16M -2,209 -85%
CA
1763
CGN Advisors
Kansas
$202K +$202K +384 New
KSWWM
1764
Keyes Stange & Wooten Wealth Management
Florida
$202K -$26.9K -51 -12%
CWA
1765
Cura Wealth Advisors
Illinois
$201K +$201K +382 New
GWM
1766
Gibbs Wealth Management
Georgia
$201K +$201K +382 New
BONH
1767
Bank of New Hampshire
New Hampshire
$192K – – –
OCM
1768
Osterweis Capital Management
California
$190K – – –
ANBT
1769
American National Bank & Trust
Texas
$185K -$6.33K -12 -3%
DJSG
1770
D.J. St. Germain
Massachusetts
$185K -$3.69K -7 -2%
OC
1771
Oakworth Capital
Alabama
$180K -$5.8K -11 -3%
HI
1772
Harbour Investments
Wisconsin
$179K +$7.9K +15 +5%
EWM
1773
Evermay Wealth Management
Virginia
$177K – – –
TFIPS
1774
Towarzystwo Funduszy Inwestycyjnych PZU SA
$177K – – –
SNB
1775
Security National Bank
Nebraska
$177K – – –
69 70
71
72 73