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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
HHMI
1926
Howard Hughes Medical Institute
Maryland
$35.9K +$33.9K +68 New
BCMLT
1927
Beacon Capital Management LLC (Tennessee)
Tennessee
$35.5K +$6.49K +13 +24%
NWM
1928
Nova Wealth Management
Florida
$34.6K -$998 -2 -3%
AAG
1929
Armstrong Advisory Group
Massachusetts
$34.3K
PSFG
1930
Park Square Financial Group
Georgia
$34.3K +$998 +2 +3%
MSWA
1931
Marshall & Sterling Wealth Advisors
New York
$33.7K +$499 +1 +2%
SAS
1932
Spurstone Advisory Services
Connecticut
$33.7K +$31.9K +64 New
AWM
1933
Abound Wealth Management
Tennessee
$32.3K -$4.49K -9 -13%
PWMG
1934
Private Wealth Management Group
New Jersey
$31.1K
CAM
1935
Clarity Asset Management
Iowa
$30.7K +$2K +4 +7%
SWIM
1936
Smallwood Wealth Investment Management
New Jersey
$29.5K
DMIC
1937
Dixon Mitchell Investment Counsel
British Columbia, Canada
$29K -$7.89M -15,809 -100%
OAJ
1938
Ogorek Anthony Joseph
New York
$29K -$16.5K -33 -38%
CVM
1939
Cheviot Value Management
California
$29K
BC
1940
Bayforest Capital
United Kingdom
$27.9K -$3.49K -7 -12%
MIM
1941
MTM Investment Management
South Carolina
$27.4K +$26K +52 New
CAM
1942
Costello Asset Management
Pennsylvania
$26.9K
OLVIG
1943
Oliver Lagore Vanvalin Investment Group
Michigan
$26.5K +$26K +52 New
AIA
1944
Aventus Investment Advisors
Florida
$26.4K +$25K +50 New
FPF
1945
First Pacific Financial
Washington
$26K -$56.4K -113 -70%
AP
1946
Aspect Partners
Virginia
$25.3K -$12.5K -25 -34%
MSWM
1947
Mowery & Schoenfeld Wealth Management
Illinois
$25.3K
CCMI
1948
Creative Capital Management Investments
California
$22.7K
VWA
1949
Valued Wealth Advisors
Utah
$22.4K
BL
1950
BFSG LLC
California
$22.1K

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.