SPGI icon

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 %
PWM
2001
Parkworth Wealth Management
California
$4.22K +$2.64K +5 +167%
WA
2002
WestEnd Advisors
North Carolina
$3.69K -$1.06K -2 -22%
BC
2003
Barrett & Company
Rhode Island
$3.69K – – –
T
2004
Tidemark
California
$3.69K – – –
CBT
2005
Crews Bank & Trust
Florida
$3.69K – – –
BFS
2006
Burkett Financial Services
South Carolina
$3.18K – – –
SIC
2007
SJS Investment Consulting
Ohio
$3.16K -$4.75K -9 -60%
IHWM
2008
Iron Horse Wealth Management
Iowa
$3.16K – – –
W
2009
WealthCollab
Washington
$3.16K – – –
PS
2010
PayPay Securities
Japan
$3.16K +$1.06K +2 +50%
SC
2011
Sawyer & Company
Massachusetts
$3K +$3K +5 New
SRCM
2012
Signature Resources Capital Management
California
$2.64K +$2.64K +5 New
PP
2013
Pacifica Partners
Canada
$2.59K -$25.9K -50 -91%
1IA
2014
1620 Investment Advisors
Massachusetts
$2.15K – – –
ACA
2015
American Capital Advisory
Idaho
$2.11K -$528 -1 -20%
CWM
2016
Cedar Wealth Management
California
$2.11K – – –
TIM
2017
Total Investment Management
Arizona
$2.11K +$2.11K +4 New
PWM
2018
Proathlete Wealth Management
Florida
$2.11K +$2.11K +4 New
MSFP
2019
Mark Sheptoff Financial Planning
Connecticut
$2.11K +$2.11K +4 New
DF
2020
DecisionPoint Financial
Arizona
$1.59K +$1.59K +3 New
RS
2021
Rakuten Securities
Japan
$1.58K -$20K -38 -93%
KB
2022
Kimelman & Baird
New York
$1.58K – – –
IAS
2023
IMA Advisory Services
Colorado
$1.58K +$1.58K +3 New
CTWM
2024
Cherry Tree Wealth Management
Minnesota
$1.32K -$22.4K -51 -94%
WTFG
2025
Wood Tarver Financial Group
Idaho
$1K – – –
79 80
81
82 83