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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
1
DZ Bank
Germany
$820M
2
TCI Fund Management
2
TCI Fund Management
United Kingdom
$5.85B
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$482M
4
Point72 Asset Management
4
Point72 Asset Management
Connecticut
$221M
5
1832 Asset Management
5
1832 Asset Management
Ontario, Canada
$266M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$166M
2
BlackRock
2
BlackRock
New York
$14B
3
Millennium Management
3
Millennium Management
New York
$24.7M
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$3.14B
5
Capital International Investors
5
Capital International Investors
California
$1.38B
Name Holding Trade Value Shares
Change 		Shares
Change %
BFS
1951
Bare Financial Services
Pennsylvania
$12.1K +$8.96K +17 +283%
CJH
1952
Christopher J. Hasenberg
Wisconsin
$11.6K – – –
CMA
1953
Cedar Mountain Advisors
Oregon
$11.6K – – –
MPW
1954
MASECO Private Wealth
$11.2K +$11.2K +21 New
PA
1955
Pineridge Advisors
Missouri
$11.1K – – –
BI
1956
Binnacle Investments
Iowa
$10.5K +$2.64K +5 +33%
SL
1957
Salomon & Ludwin
Virginia
$10.5K – – –
CWM
1958
Copia Wealth Management
Oregon
$10K – – –
AEPWM
1959
Atlantic Edge Private Wealth Management
Florida
$9.49K – – –
BHWM
1960
Beaird Harris Wealth Management
Texas
$9.49K +$2.11K +4 +29%
WCM
1961
WealthTrak Capital Management
Virginia
$9.49K +$2.64K +5 +38%
HWA
1962
Heritage Wealth Advisors
Virginia
$9.49K – – –
GCM
1963
Gables Capital Management
Florida
$9.49K – – –
AWM
1964
Activest Wealth Management
Florida
$8.96K -$26.4K -50 -75%
BLC
1965
Brown, Lisle/Cummings
Rhode Island
$8.96K – – –
DPW
1966
DiNuzzo Private Wealth
Pennsylvania
$8.96K – – –
AS
1967
Altshuler Shaham
Israel
$8.96K +$3.16K +6 +55%
CTB
1968
Country Trust Bank
Illinois
$8.96K +$6.33K +12 +240%
LFASL
1969
Lugano Financial Advisors SA (LFA)
Switzerland
$8.96K +$8.96K +17 New
HIA
1970
HFM Investment Advisors
New Jersey
$8.44K +$527 +1 +7%
SC
1971
Stephens Consulting
Michigan
$7.91K +$5.27K +10 +200%
FG
1972
Fairman Group
Pennsylvania
$7.38K – – –
SN
1973
Sittner & Nelson
Oregon
$7.38K – – –
FPB
1974
First PREMIER Bank
South Dakota
$7K – – –
FAM
1975
Flaharty Asset Management
Florida
$6.86K -$3.16K -6 -32%
77 78
79
80 81