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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
BSB
1901
Bangor Savings Bank
Maine
$53.3K -$998 -2 -2%
KSWA
1902
Kathleen S. Wright Associates
Pennsylvania
$53.1K
CB
1903
Centennial Bank
Arkansas
$52.7K
GWSG
1904
GPS Wealth Strategies Group
Colorado
$51.7K +$1.5K +3 +3%
CIAS
1905
CBIZ Investment Advisory Services
Ohio
$51.2K +$18K +36 +59%
WBC
1906
West Branch Capital
Massachusetts
$50.1K
TC
1907
Truvestments Capital
Florida
$48K -$2.99K -6 -6%
FGA
1908
Fortis Group Advisors
New Jersey
$47.5K
HT
1909
Headlands Technologies
Illinois
$47.5K +$44.9K +90 New
ABWM
1910
Alpine Bank Wealth Management
Colorado
$46.9K +$12K +24 +37%
LC
1911
Lavaca Capital
Texas
$45.9K
ME
1912
McIlrath & Eck
Washington
$45.9K
DF
1913
Dunhill Financial
United Kingdom
$44.8K +$2K +4 +5%
CI
1914
Clal Insurance
Israel
$44K -$2K -4 -5%
S
1915
Sachetta
Massachusetts
$42.2K +$11K +22 +38%
RI
1916
Ridgewood Investments
New Jersey
$42.2K
WIM
1917
Westside Investment Management
California
$41.8K +$33.4K +67 +558%
SIS
1918
Sound Income Strategies
Florida
$41.6K +$3.49K +7 +10%
GEA
1919
Glen Eagle Advisors
New Jersey
$39.5K
CAWM
1920
Capital A Wealth Management
Pennsylvania
$38.8K -$507K -1,015 -92%
SC
1921
Solstein Capital
California
$38.5K +$36.4K +73 New
RA
1922
Rational Advisors
New York
$38K +$35.9K +72 New
BTD
1923
BankPlus Trust Department
Mississippi
$37.4K -$1.5K -3 -4%
RMC
1924
Resources Management Corp
Connecticut
$37K
PP
1925
Pingora Partners
Wyoming
$36.9K -$12.5K -25 -26%

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.