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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 132 funds opening new positions, 791 increasing their positions, 790 reducing their positions, and 106 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,030
Holders Change
-19
Holders Change %
-0.93%
% of All Funds
27.22%
Holding in Top 10
78
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+9.86%
% of All Funds
1.05%
New
132
Increased
791
Reduced
790
Closed
106
Calls
$911M
Puts
$668M
Net Calls
+$243M
Net Calls Change
+$77.5M

Top Buyers

1
DZ Bank
DZ Bank
Germany
+$796M
2
TCI Fund Management
TCI Fund Management
United Kingdom
+$385M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$240M
4
Point72 Asset Management
Point72 Asset Management
Connecticut
+$221M
5
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$178M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$490M
2
BlackRock
BlackRock
New York
-$422M
3
Millennium Management
Millennium Management
New York
-$284M
4
Wellington Management Group
Wellington Management Group
Massachusetts
-$258M
5
Capital International Investors
Capital International Investors
California
-$219M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAFA
1976
MJT & Associates Financial Advisory
Minnesota
$6.86K – – –
TCA
1977
Trifecta Capital Advisors
Illinois
$6.33K – – –
RAM
1978
Riggs Asset Management
Pennsylvania
$6.33K +$1.06K +2 +20%
CI
1979
Cordant Inc
Oregon
$6.33K +$6.33K +12 New
FRA
1980
Front Row Advisors
California
$6.33K – – –
NEWAS
1981
N.E.W. Advisory Services
Wisconsin
$6.33K – – –
EPAM
1982
Evelyn Partners Asset Management
$6.33K +$527 +1 +9%
PWA
1983
Principia Wealth Advisory
Texas
$6.33K +$1.06K +2 +20%
T
1984
Transce3nd
Texas
$6.33K +$1.06K +2 +20%
HHGA
1985
Halbert Hargrove Global Advisors
California
$5.8K -$527 -1 -8%
CIM
1986
Contravisory Investment Management
Massachusetts
$5.8K – – –
VWWMG
1987
Vermillion & White Wealth Management Group
Pennsylvania
$5.8K – – –
LFA
1988
LGT Financial Advisors
Texas
$5.8K +$5.8K +11 New
SCA
1989
Stuart Chaussee & Associates
California
$5.27K – – –
DWA
1990
Delos Wealth Advisors
Texas
$5.27K +$5.27K +10 New
SPF
1991
South Plains Financial
Texas
$5.27K – – –
BHWM
1992
Bay Harbor Wealth Management
Maryland
$5.27K +$2.64K +5 +100%
BCM
1993
Blume Capital Management
California
$4.75K +$2.64K +5 +125%
PSB
1994
Piscataqua Savings Bank
New Hampshire
$4.75K +$4.75K +9 New
TLCM
1995
Twin Lakes Capital Management
California
$4.39K – – –
MFG
1996
Mendota Financial Group
Wisconsin
$4.22K – – –
FF
1997
Friedenthal Financial
New Jersey
$4.22K +$4.22K +8 New
TCM
1998
TruNorth Capital Management
Michigan
$4.22K – – –
GTAM
1999
Global Trust Asset Management
Florida
$4.22K – – –
CAC
2000
Core Alternative Capital
Georgia
$4.22K – – –
78 79
80
81 82