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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
EWM
1801
Evermay Wealth Management
Virginia
$177K
SNB
1802
Security National Bank
Nebraska
$177K
TFIPS
1803
Towarzystwo Funduszy Inwestycyjnych PZU SA
$177K
CA
1804
Crewe Advisors
Utah
$176K +$1.5K +3 +0.9%
CIM
1805
CCLA Investment Management
United Kingdom
$175K +$10.1M +20,272 +7%
AWM
1806
Atticus Wealth Management
Florida
$172K +$85.8K +172 +112%
AA
1807
Addison Advisors
Vermont
$168K +$43.9K +88 +38%
AGWCA
1808
Annis Gardner Whiting Capital Advisors
Florida
$165K +$8.48K +17 +6%
GCM
1809
Goldstream Capital Management
Hong Kong
$163K
CCM
1810
Chilton Capital Management
Texas
$162K +$78.9K +158 +105%
SO
1811
Sierra Ocean
California
$161K +$13.5K +27 +10%
HWM
1812
HighMark Wealth Management
Minnesota
$158K
YDMI
1813
Y.D. More Investments
Israel
$150K -$78.4K -157 -35%
PGAM
1814
Princeton Global Asset Management
New Jersey
$150K +$41.9K +84 +42%
DFA
1815
DHJJ Financial Advisors
Illinois
$148K
HWM
1816
Hemington Wealth Management
Virginia
$145K -$3.99K -8 -3%
WB
1817
Webster Bank
Connecticut
$144K
WA
1818
WPG Advisers
Maryland
$144K +$12K +24 +10%
CPG
1819
Cornerstone Planning Group
New Jersey
$141K -$23K -46 -15%
OA
1820
Operose Advisors
Wisconsin
$135K -$6.99K -14 -5%
SC
1821
SouthState Corp
Florida
$133K +$1.5K +3 +1%
BGAI
1822
Bruce G. Allen Investments
Colorado
$133K -$499 -1 -0.4%
AT
1823
Arlington Trust
Alabama
$133K
AT
1824
Avalon Trust
New Mexico
$133K
NC
1825
NewSquare Capital
Pennsylvania
$131K +$56.4K +113 +84%

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.