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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
CAM
1976
Creekmur Asset Management
Illinois
$14.3K +$13.5K +27 New
MFT
1977
Moisand Fitzgerald Tamayo
Florida
$14.2K
NSIM
1978
North Star Investment Management
Illinois
$13.7K
IWM
1979
IMG Wealth Management
Florida
$13.7K +$13K +26 New
GWM
1980
Gitterman Wealth Management
New Jersey
$13.2K -$230K -460 -95%
FIM
1981
FWL Investment Management
Texas
$13.2K
MSG
1982
Main Street Group
Virginia
$12.1K
BFS
1983
Bare Financial Services
Pennsylvania
$12.1K +$8.48K +17 +283%
CMA
1984
Cedar Mountain Advisors
Oregon
$11.6K
CJH
1985
Christopher J. Hasenberg
Wisconsin
$11.6K
MPW
1986
MASECO Private Wealth
$11.2K +$10.5K +21 New
PA
1987
Pineridge Advisors
Missouri
$11.1K
BI
1988
Binnacle Investments
Iowa
$10.5K +$2.5K +5 +33%
SL
1989
Salomon & Ludwin
Virginia
$10.5K
CWM
1990
Copia Wealth Management
Oregon
$10K
AEPWM
1991
Atlantic Edge Private Wealth Management
Florida
$9.49K
BHWM
1992
Beaird Harris Wealth Management
Texas
$9.49K +$2K +4 +29%
WCM
1993
WealthTrak Capital Management
Virginia
$9.49K +$2.5K +5 +38%
GCM
1994
Gables Capital Management
Florida
$9.49K
HWA
1995
Heritage Wealth Advisors
Virginia
$9.49K
AWM
1996
Activest Wealth Management
Florida
$8.96K -$25K -50 -75%
BLC
1997
Brown, Lisle/Cummings
Rhode Island
$8.96K
DPW
1998
DiNuzzo Private Wealth
Pennsylvania
$8.96K
AS
1999
Altshuler Shaham
Israel
$8.96K +$2.99K +6 +55%
CTB
2000
Country Trust Bank
Illinois
$8.96K +$5.99K +12 +240%

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.