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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
FFA
1876
Frazier Financial Advisors
Ohio
$72.3K +$6.99K +14 +11%
MHR
1877
Matthew Hamilton Rosenberg
$70.7K
STB
1878
S&T Bank
Pennsylvania
$69.1K +$17.5K +35 +36%
EWP
1879
Elevation Wealth Partners
California
$68.5K
DIP
1880
DT Investment Partners
Pennsylvania
$68K
FFO
1881
Fortitude Family Office
Arizona
$67K
MFC
1882
Mechanics Financial Corp
Ohio
$65.9K
EFMH
1883
E Fund Management (HK)
Hong Kong
$65.4K -$42.4K -85 -41%
CGA
1884
Compound Global Advisors
Washington
$64.3K -$189K -379 -76%
LI
1885
LRI Investments
Florida
$63.8K +$10.5K +21 +0.1%
CM
1886
Capula Management
Cayman Islands
$62.7K -$96.3K -193 -62%
A
1887
AlphaQuest
New York
$60.6K -$2.8M -5,617 -98%
MTIC
1888
Missouri Trust & Investment Company
Missouri
$60.6K +$37.9K +76 +195%
SHM
1889
Sagard Holdings Management
Ontario, Canada
$60.1K +$56.9K +114 New
HCM
1890
Hollencrest Capital Management
California
$58.5K
NL
1891
NVWM LLC
Pennsylvania
$58K +$1.5K +3 +3%
BOJHT
1892
Bank of Jackson Hole Trust
Wyoming
$58K +$54.9K +110 New
GCGDR
1893
Geo Capital Gestora de Recursos
Brazil
$58K
DCM
1894
Disciplina Capital Management
Tennessee
$57.7K
VIS
1895
Vega Investment Solutions
France
$57.5K -$56.4K -113 -51%
ACM
1896
Anfield Capital Management
California
$56.9K
DI
1897
DAGCO Inc
Ohio
$56.4K
FWM
1898
FSA Wealth Management
Massachusetts
$55.4K
NMG
1899
New Millennium Group
Utah
$54.8K
MIFH
1900
Migdal Insurance & Financial Holdings
Israel
$54K +$36.4K +73 +243%

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.