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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
ETC
1851
Exchange Traded Concepts
Oklahoma
$102K -$26K -52 -21%
AP
1852
Atwood & Palmer
Missouri
$102K
ADL
1853
Asset Dedication LLC
California
$100K +$8.48K +17 +10%
BCP
1854
BSN Capital Partners
United Kingdom
$99.8K +$96.8K +194 New
WA
1855
Whipplewood Advisors
Colorado
$99.1K +$2.99K +6 +3%
MCM
1856
MV Capital Management
Maryland
$96.5K -$4.49K -9 -5%
WSCM
1857
Wellington Shields Capital Management
New York
$95.4K
VC
1858
Vestor Capital
Illinois
$94K -$13.9M -27,936 -98%
AWM
1859
Accredited Wealth Management
Kentucky
$92.3K
MWM
1860
Mascoma Wealth Management
New Hampshire
$91.7K
AA
1861
Ancora Advisors
Ohio
$91.4K -$499 -1 -0.6%
GSWM
1862
Golden State Wealth Management
California
$89.8K +$36.4K +73 +75%
JGIA
1863
Jackson Grant Investment Advisers
Connecticut
$88.6K
HIMS
1864
Hager Investment Management Services
New Hampshire
$86.5K -$4.99K -10 -6%
CNBTD
1865
Citizens National Bank Trust Department
Mississippi
$84.9K +$62.9K +126 +360%
VFM
1866
Vision Financial Markets
Connecticut
$82.3K
MA
1867
MCF Advisors
Kentucky
$82.1K +$17K +34 +28%
HFM
1868
Harvest Fund Management
China
$81K -$215K -431 -74%
TWD
1869
True Wealth Design
Ohio
$79.7K +$69.4K +139 +1,158%
AFG
1870
Albion Financial Group
Utah
$79.1K
CYG
1871
Clean Yield Group
Vermont
$77K
ITIM
1872
Indiana Trust & Investment Management
Indiana
$76.5K
JWA
1873
JFS Wealth Advisors
Pennsylvania
$75.9K -$4.49K -9 -6%
AIC
1874
Archer Investment Corporation
Indiana
$74.3K
VNA
1875
Valley National Advisers
Pennsylvania
$74K +$12.5K +25 +21%

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.