We are live on ! Find out more
SPGI icon

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
RCM
1776
Richardson Capital Management
Wisconsin
$211K
TWM
1777
Tanglewood Wealth Management
Texas
$211K +$200K +400 New
AAM
1778
Auxier Asset Management
Oregon
$209K
IP
1779
Investment Partners
Ohio
$209K +$499 +1 +0.3%
BIP
1780
Blue Investment Partners
California
$209K
AAMC
1781
Asset Allocation & Management Company
Illinois
$208K +$197K +395 New
FWIA
1782
Fort Washington Investment Advisors
Ohio
$207K +$196K +393 New
APP
1783
Avantax Planning Partners
Iowa
$207K +$196K +392 New
CMS
1784
Capital Market Strategies
Florida
$206K -$92.8K -186 -32%
SMA
1785
Seven Mile Advisory
New Jersey
$206K -$25.5K -51 -12%
JC
1786
JB Capital
Connecticut
$206K +$195K +390 New
CIP
1787
Convergence Investment Partners
Florida
$205K -$638K -1,278 -77%
TF
1788
Tompkins Financial
New York
$204K
Capstone Investment Advisors
1789
Capstone Investment Advisors
New York
$203K -$693K -1,389 -78%
NS
1790
NBC Securities
Alabama
$203K -$1.1M -2,209 -85%
CA
1791
CGN Advisors
Kansas
$202K +$192K +384 New
KSWWM
1792
Keyes Stange & Wooten Wealth Management
Florida
$202K -$25.5K -51 -12%
CWA
1793
Cura Wealth Advisors
Illinois
$201K +$191K +382 New
GWM
1794
Gibbs Wealth Management
Georgia
$201K +$191K +382 New
BONH
1795
Bank of New Hampshire
New Hampshire
$192K
OCM
1796
Osterweis Capital Management
California
$190K
ANBT
1797
American National Bank & Trust
Texas
$185K -$5.99K -12 -3%
DJSG
1798
D.J. St. Germain
Massachusetts
$185K -$3.49K -7 -2%
OC
1799
Oakworth Capital
Alabama
$180K -$5.49K -11 -3%
HI
1800
Harbour Investments
Wisconsin
$179K +$7.49K +15 +5%

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.