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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
27.23%
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
$820M
2
TCI Fund Management
TCI Fund Management
United Kingdom
$5.85B
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$482M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
$221M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
$266M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$166M
2
BlackRock
BlackRock
New York
$14B
3
Millennium Management
Millennium Management
New York
$24.7M
4
Wellington Management Group
Wellington Management Group
Massachusetts
$3.14B
5
Capital International Investors
Capital International Investors
California
$1.38B
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
1776
Crewe Advisors
Utah
$176K +$1.58K +3 +0.9%
CIM
1777
CCLA Investment Management
United Kingdom
$175K +$10.7K +20,272 +7%
AWM
1778
Atticus Wealth Management
Florida
$172K +$90.7K +172 +112%
AA
1779
Addison Advisors
Vermont
$168K +$46.4K +88 +38%
AGWCA
1780
Annis Gardner Whiting Capital Advisors
Florida
$165K +$8.96K +17 +6%
GCM
1781
Goldstream Capital Management
Hong Kong
$163K – – –
CCM
1782
Chilton Capital Management
Texas
$162K +$83.3K +158 +105%
SO
1783
Sierra Ocean
California
$161K +$14.2K +27 +10%
HWM
1784
HighMark Wealth Management
Minnesota
$158K – – –
YDMI
1785
Y.D. More Investments
Israel
$150K -$81.3K -157 -35%
PGAM
1786
Princeton Global Asset Management
New Jersey
$150K +$44.3K +84 +42%
DFA
1787
DHJJ Financial Advisors
Illinois
$148K – – –
HWM
1788
Hemington Wealth Management
Virginia
$145K -$4.2K -8 -3%
WB
1789
Webster Bank
Connecticut
$144K – – –
WA
1790
WPG Advisers
Maryland
$144K +$12.7K +24 +10%
CPG
1791
Cornerstone Planning Group
New Jersey
$141K -$25.9K -46 -15%
OA
1792
Operose Advisors
Wisconsin
$135K -$7.38K -14 -5%
SC
1793
SouthState Corp
Florida
$133K +$1.58K +3 +1%
BGAI
1794
Bruce G. Allen Investments
Colorado
$133K -$527 -1 -0.4%
AT
1795
Arlington Trust
Alabama
$133K – – –
AT
1796
Avalon Trust
New Mexico
$133K – – –
NC
1797
NewSquare Capital
Pennsylvania
$131K +$59.6K +113 +84%
BDPWM
1798
Barnes Dennig Private Wealth Management
Ohio
$130K +$130K +246 New
HWA
1799
HHM Wealth Advisors
Tennessee
$129K – – –
FMP
1800
Financial Management Professionals
Texas
$127K +$89.6K +170 +239%
70 71
72
73 74