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S&P Global
SPGI

Overview Fund Activity

2,027 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, 789 increasing their positions, 790 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,027
Holders Change
-23
Holders Change %
-1.12%
% of All Funds
27.21%
Holding in Top 10
77
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+8.45%
% of All Funds
1.03%
New
131
Increased
789
Reduced
790
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 %
CI
1976
Cordant Inc
Oregon
$6.33K +$6.33K +12 New
NEWAS
1977
N.E.W. Advisory Services
Wisconsin
$6.33K – – –
FRA
1978
Front Row Advisors
California
$6.33K – – –
EPAM
1979
Evelyn Partners Asset Management
$6.33K +$527 +1 +9%
T
1980
Transce3nd
Texas
$6.33K +$1.06K +2 +20%
PWA
1981
Principia Wealth Advisory
Texas
$6.33K +$1.06K +2 +20%
HHGA
1982
Halbert Hargrove Global Advisors
California
$5.8K -$527 -1 -8%
VWWMG
1983
Vermillion & White Wealth Management Group
Pennsylvania
$5.8K – – –
CIM
1984
Contravisory Investment Management
Massachusetts
$5.8K – – –
LFA
1985
LGT Financial Advisors
Texas
$5.8K +$5.8K +11 New
SCA
1986
Stuart Chaussee & Associates
California
$5.27K – – –
DWA
1987
Delos Wealth Advisors
Texas
$5.27K +$5.27K +10 New
SPF
1988
South Plains Financial
Texas
$5.27K – – –
BHWM
1989
Bay Harbor Wealth Management
Maryland
$5.27K +$2.64K +5 +100%
BCM
1990
Blume Capital Management
California
$4.75K +$2.64K +5 +125%
PSB
1991
Piscataqua Savings Bank
New Hampshire
$4.75K +$4.75K +9 New
TLCM
1992
Twin Lakes Capital Management
California
$4.39K – – –
MFG
1993
Mendota Financial Group
Wisconsin
$4.22K – – –
FF
1994
Friedenthal Financial
New Jersey
$4.22K +$4.22K +8 New
TCM
1995
TruNorth Capital Management
Michigan
$4.22K – – –
GTAM
1996
Global Trust Asset Management
Florida
$4.22K – – –
CAC
1997
Core Alternative Capital
Georgia
$4.22K – – –
PWM
1998
Parkworth Wealth Management
California
$4.22K +$2.64K +5 +167%
WA
1999
WestEnd Advisors
North Carolina
$3.69K -$1.06K -2 -22%
T
2000
Tidemark
California
$3.69K – – –
78 79
80
81 82