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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 %
WA
1826
Whipplewood Advisors
Colorado
$99.1K +$3.16K +6 +3%
MCM
1827
MV Capital Management
Maryland
$96.5K -$4.75K -9 -5%
WSCM
1828
Wellington Shields Capital Management
New York
$95.4K – – –
VC
1829
Vestor Capital
Illinois
$94K -$5.23M -27,936 -98%
AWM
1830
Accredited Wealth Management
Kentucky
$92.3K – – –
MWM
1831
Mascoma Wealth Management
New Hampshire
$91.7K – – –
AA
1832
Ancora Advisors
Ohio
$91.4K -$528 -1 -0.6%
GSWM
1833
Golden State Wealth Management
California
$89.8K +$38.5K +73 +75%
JGIA
1834
Jackson Grant Investment Advisers
Connecticut
$88.6K – – –
HIMS
1835
Hager Investment Management Services
New Hampshire
$86.5K -$5.27K -10 -6%
CNBTD
1836
Citizens National Bank Trust Department
Mississippi
$84.9K +$66.4K +126 +360%
VFM
1837
Vision Financial Markets
Connecticut
$82.3K – – –
MA
1838
MCF Advisors
Kentucky
$82.1K +$17.9K +34 +28%
HFM
1839
Harvest Fund Management
China
$81K -$227K -431 -74%
TWD
1840
True Wealth Design
Ohio
$79.7K +$73.4K +139 +1,158%
AFG
1841
Albion Financial Group
Utah
$79.1K – – –
CYG
1842
Clean Yield Group
Vermont
$77K – – –
ITIM
1843
Indiana Trust & Investment Management
Indiana
$76.5K – – –
JWA
1844
JFS Wealth Advisors
Pennsylvania
$75.9K -$4.75K -9 -6%
AIC
1845
Archer Investment Corporation
Indiana
$74.3K – – –
VNA
1846
Valley National Advisers
Pennsylvania
$74K +$13K +25 +21%
FFA
1847
Frazier Financial Advisors
Ohio
$72.3K +$7.39K +14 +11%
MHR
1848
Matthew Hamilton Rosenberg
$70.7K – – –
STB
1849
S&T Bank
Pennsylvania
$69.1K +$18.5K +35 +36%
EWP
1850
Elevation Wealth Partners
California
$68.5K – – –
72 73
74
75 76