SPGI icon

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 %
FNWA
1801
Financial Network Wealth Advisors
Utah
$127K +$5.27K +10 +4%
YP
1802
YANKCOM Partnership
South Dakota
$127K +$5.27K +10 +4%
SOW
1803
State of Wyoming
Wyoming
$127K -$201K -382 -61%
SWA
1804
SOA Wealth Advisors
New York
$125K -$3.81K -462 -3%
PC
1805
Promus Capital
Illinois
$124K -$90.2K -171 -42%
TCM
1806
TD Capital Management
Tennessee
$124K +$119K +225 +2,500%
GA
1807
GoalVest Advisory
New York
$118K +$49.6K +94 +72%
HNB
1808
Hilltop National Bank
Wyoming
$118K +$118K +224 New
BWAM
1809
Boyd Watterson Asset Management
Ohio
$118K – – –
QWM
1810
Quaker Wealth Management
New Jersey
$112K +$112K +213 New
TPWA
1811
Twin Peaks Wealth Advisors
California
$112K +$112K +200 New
BFPW
1812
BOK Financial Private Wealth
Colorado
$111K -$14.2K -27 -11%
SSG
1813
Summit Securities Group
New York
$111K +$111K +211 New
PP
1814
PFS Partners
New Jersey
$111K +$8.42K +16 +8%
PPA
1815
Painted Porch Advisors
California
$110K -$11.6K -22 -10%
FCAS
1816
First Command Advisory Services
Texas
$109K – – –
HDIM
1817
Hanson & Doremus Investment Management
Vermont
$108K – – –
MAM
1818
Meeder Asset Management
Ohio
$107K +$13.7K +26 +15%
TIM
1819
Tortoise Investment Management
New York
$107K -$3.16K -6 -3%
RA
1820
Ransom Advisory
Rhode Island
$105K – – –
RA
1821
Rise Advisors
New York
$103K +$3.69K +7 +4%
ETC
1822
Exchange Traded Concepts
Oklahoma
$102K -$27.4K -52 -21%
AP
1823
Atwood & Palmer
Missouri
$102K – – –
ADL
1824
Asset Dedication LLC
California
$100K +$8.96K +17 +10%
BCP
1825
BSN Capital Partners
United Kingdom
$99.8K +$99.8K +194 New
71 72
73
74 75