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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
BBA
1751
Braun-Bostich & Associates
Pennsylvania
$220K -$36.9K -74 -15%
BCP
1752
Blue Chip Partners
Michigan
$220K +$3.99K +8 +2%
GWANC
1753
Guardian Wealth Advisors (North Carolina)
North Carolina
$218K -$3.49K -7 -2%
TA
1754
Teramo Advisors
Florida
$218K
CIG
1755
Cairn Investment Group
Washington
$218K
NCTC
1756
New Covenant Trust Company
Indiana
$217K -$2.5K -5 -1%
WAS
1757
Wealth Advisory Solutions
Indiana
$217K -$27.9K -56 -12%
AGP
1758
Aspire Growth Partners
Florida
$217K -$51.9K -104 -20%
BPWM
1759
Badgley Phelps Wealth Managers
Washington
$217K -$3.99K -8 -2%
MWA
1760
Motive Wealth Advisors
Michigan
$217K +$205K +411 New
WIA
1761
Wetzel Investment Advisors
Indiana
$216K -$12.5K -25 -6%
RPA
1762
Rock Point Advisors
Vermont
$216K
ILI
1763
Invesco LLC (Illinois)
Illinois
$216K +$205K +410 New
MCM
1764
Mitchell Capital Management
Kansas
$216K -$499 -1 -0.2%
PA
1765
PFW Advisors
Georgia
$215K
OFW
1766
Omnia Family Wealth
Florida
$215K +$203K +407 New
OFO
1767
OneAscent Family Office
Alabama
$214K -$9.98K -20 -5%
MSAM
1768
Moloney Securities Asset Management
Missouri
$214K +$4.99K +10 +3%
FCG
1769
Fielder Capital Group
Tennessee
$212K +$201K +402 New
BWA
1770
Brave Warrior Advisors
New York
$211K
AAS
1771
Ameritas Advisory Services
Nebraska
$211K -$298K -598 -60%
SCM
1772
Sandler Capital Management
New York
$211K -$3.47M -6,949 -95%
CC
1773
Cadinha & Co
Hawaii
$211K
CK
1774
Cohen Klingenstein
New York
$211K
IWM
1775
Integris Wealth Management
California
$211K

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.