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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
BDPWM
1826
Barnes Dennig Private Wealth Management
Ohio
$130K +$123K +246 New
HWA
1827
HHM Wealth Advisors
Tennessee
$129K
FMP
1828
Financial Management Professionals
Texas
$127K +$84.8K +170 +239%
FNWA
1829
Financial Network Wealth Advisors
Utah
$127K +$4.99K +10 +4%
YP
1830
YANKCOM Partnership
South Dakota
$127K +$4.99K +10 +4%
SOW
1831
State of Wyoming
Wyoming
$127K -$191K -382 -61%
SWA
1832
SOA Wealth Advisors
New York
$125K -$231K -462 -3%
PC
1833
Promus Capital
Illinois
$124K -$85.3K -171 -42%
TCM
1834
TD Capital Management
Tennessee
$124K +$112K +225 +2,500%
GA
1835
GoalVest Advisory
New York
$118K +$46.9K +94 +72%
HNB
1836
Hilltop National Bank
Wyoming
$118K +$112K +224 New
BWAM
1837
Boyd Watterson Asset Management
Ohio
$118K
QWM
1838
Quaker Wealth Management
New Jersey
$112K +$106K +213 New
TPWA
1839
Twin Peaks Wealth Advisors
California
$112K +$99.8K +200 New
MWA
1840
Medallion Wealth Advisors
Connecticut
$112K
BFPW
1841
BOK Financial Private Wealth
Colorado
$111K -$13.5K -27 -11%
SSG
1842
Summit Securities Group
New York
$111K +$105K +211 New
PP
1843
PFS Partners
New Jersey
$111K +$7.99K +16 +8%
PPA
1844
Painted Porch Advisors
California
$110K -$11K -22 -10%
FCAS
1845
First Command Advisory Services
Texas
$109K
HDIM
1846
Hanson & Doremus Investment Management
Vermont
$108K
MAM
1847
Meeder Asset Management
Ohio
$107K +$13K +26 +15%
TIM
1848
Tortoise Investment Management
New York
$107K -$2.99K -6 -3%
RA
1849
Ransom Advisory
Rhode Island
$105K
RA
1850
Rise Advisors
New York
$103K +$3.49K +7 +4%

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.