SPGI icon

S&P Global

2,044 hedge funds and large institutions have $140B invested in S&P Global in 2025 Q2 according to their latest regulatory filings, with 134 funds opening new positions, 793 increasing their positions, 794 reducing their positions, and 109 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

5% more capital invested

Capital invested by funds: $133B → $140B (+$6.47B)

0% less repeat investments, than reductions

Existing positions increased: 793 | Existing positions reduced: 794

1% less funds holding

Funds holding: 2,0552,044 (-11)

Holders
2,044
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
78
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$911M
Puts
$668M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
1751
Brave Warrior Advisors
New York
$211K
AAS
1752
Ameritas Advisory Services
Nebraska
$211K
SCM
1753
Sandler Capital Management
New York
$211K
CC
1754
Cadinha & Co
Hawaii
$211K
RCM
1755
Richardson Capital Management
Wisconsin
$211K
CK
1756
Cohen Klingenstein
New York
$211K
IWM
1757
Integris Wealth Management
California
$211K
TWM
1758
Tanglewood Wealth Management
Texas
$211K
AAM
1759
Auxier Asset Management
Oregon
$209K
IP
1760
Investment Partners
Ohio
$209K
BIP
1761
Blue Investment Partners
California
$209K
BCM
1762
BluePath Capital Management
Georgia
$208K
AAMC
1763
Asset Allocation & Management Company
Illinois
$208K
FWIA
1764
Fort Washington Investment Advisors
Ohio
$207K
APP
1765
Avantax Planning Partners
Iowa
$207K
CMS
1766
Capital Market Strategies
Florida
$206K
SMA
1767
Seven Mile Advisory
New Jersey
$206K
JC
1768
JB Capital
Connecticut
$206K
CIP
1769
Convergence Investment Partners
Florida
$205K
TF
1770
Tompkins Financial
New York
$204K
Capstone Investment Advisors
1771
Capstone Investment Advisors
New York
$203K
NS
1772
NBC Securities
Alabama
$203K
CA
1773
CGN Advisors
Kansas
$202K
KSWWM
1774
Keyes Stange & Wooten Wealth Management
Florida
$202K
CWA
1775
Cura Wealth Advisors
Illinois
$201K