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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
CWM
1951
Centricity Wealth Management
Ohio
$21.6K
TH
1952
TCTC Holdings
Texas
$21.6K
PP
1953
PrairieView Partners
Minnesota
$21K
WTA
1954
Washington Trust Advisors
Massachusetts
$20K
IRC
1955
Investors Research Corp
Georgia
$19.5K
BGA
1956
Battery Global Advisors
Massachusetts
$19.2K
DWM
1957
Dogwood Wealth Management
Kansas
$18.9K +$17K +34 +1,700%
HFS
1958
Hughes Financial Services
Virginia
$18.6K +$2.5K +5 +18%
CCM
1959
Copeland Capital Management
Pennsylvania
$18.5K +$8.98K +18 +106%
NFSG
1960
Newbridge Financial Services Group
Florida
$18.3K -$818K -1,639 -98%
AW
1961
Avion Wealth
Texas
$18K -$49.9K -100 -74%
HBW
1962
Hazlett, Burt & Watson
West Virginia
$18K -$16.5K -33 -49%
FC
1963
Fairscale Capital
New Hampshire
$17.6K +$16K +32 New
KG
1964
Kilter Group
New York
$17.4K +$16.5K +33 New
HWP
1965
Highline Wealth Partners
California
$16.4K +$2.99K +6 +24%
RWM
1966
Rialto Wealth Management
New York
$16.3K +$998 +2 +7%
CT
1967
Coastline Trust
Rhode Island
$15.8K
LWMI
1968
Legacy Wealth Management (Idaho)
Idaho
$15.8K
LIS
1969
Legacy Investment Solutions
Idaho
$15.8K +$15K +30 New
RTL
1970
Red Tortoise LLC
Georgia
$15.7K
Q1WB
1971
Quest 10 Wealth Builders
Virginia
$15.6K
HNW
1972
High Note Wealth
Minnesota
$15.3K -$1.5K -3 -9%
CFD
1973
Creative Financial Designs
Indiana
$14.8K -$16.5K -33 -54%
TCM
1974
Traub Capital Management
Massachusetts
$14.8K +$14K +28 New
AG
1975
AmeriFlex Group
Nevada
$14.5K +$4.99K +10 +56%

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.