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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 %
CIAS
1876
CBIZ Investment Advisory Services
Ohio
$51.2K +$19K +36 +59%
WBC
1877
West Branch Capital
Massachusetts
$50.1K – – –
TC
1878
Truvestments Capital
Florida
$48K -$3.16K -6 -6%
FGA
1879
Fortis Group Advisors
New Jersey
$47.5K – – –
HT
1880
Headlands Technologies
Illinois
$47.5K +$47.5K +90 New
ABWM
1881
Alpine Bank Wealth Management
Colorado
$46.9K +$12.7K +24 +37%
LC
1882
Lavaca Capital
Texas
$45.9K – – –
ME
1883
McIlrath & Eck
Washington
$45.9K – – –
DF
1884
Dunhill Financial
United Kingdom
$44.8K +$2.13K +4 +5%
CI
1885
Clal Insurance
Israel
$44K -$2.1K -4 -5%
S
1886
Sachetta
Massachusetts
$42.2K +$11.6K +22 +38%
RI
1887
Ridgewood Investments
New Jersey
$42.2K – – –
WIM
1888
Westside Investment Management
California
$41.8K +$35.5K +67 +558%
SIS
1889
Sound Income Strategies
Florida
$41.6K +$3.68K +7 +10%
GEA
1890
Glen Eagle Advisors
New Jersey
$39.5K – – –
SC
1891
Solstein Capital
California
$38.5K +$38.5K +73 New
RA
1892
Rational Advisors
New York
$38K +$38K +72 New
BTD
1893
BankPlus Trust Department
Mississippi
$37.4K -$1.58K -3 -4%
RMC
1894
Resources Management Corp
Connecticut
$37K – – –
PP
1895
Pingora Partners
Wyoming
$36.9K -$13.2K -25 -26%
HHMI
1896
Howard Hughes Medical Institute
Maryland
$35.9K +$35.9K +68 New
BCMLT
1897
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.5K +$6.88K +13 +24%
NWM
1898
Nova Wealth Management
Florida
$34.6K -$1.05K -2 -3%
AAG
1899
Armstrong Advisory Group
Massachusetts
$34.3K – – –
PSFG
1900
Park Square Financial Group
Georgia
$34.3K +$1.06K +2 +3%
74 75
76
77 78