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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
LFASL
2001
Lugano Financial Advisors SA (LFA)
Switzerland
$8.96K +$8.48K +17 New
HIA
2002
HFM Investment Advisors
New Jersey
$8.44K +$499 +1 +7%
SC
2003
Stephens Consulting
Michigan
$7.91K +$4.99K +10 +200%
FG
2004
Fairman Group
Pennsylvania
$7.38K
SN
2005
Sittner & Nelson
Oregon
$7.38K
FPB
2006
First PREMIER Bank
South Dakota
$7K
MAFA
2007
MJT & Associates Financial Advisory
Minnesota
$6.86K
TCA
2008
Trifecta Capital Advisors
Illinois
$6.33K
RAM
2009
Riggs Asset Management
Pennsylvania
$6.33K +$998 +2 +20%
CI
2010
Cordant Inc
Oregon
$6.33K +$5.99K +12 New
EPAM
2011
Evelyn Partners Asset Management
$6.33K
FRA
2012
Front Row Advisors
California
$6.33K
NEWAS
2013
N.E.W. Advisory Services
Wisconsin
$6.33K
PWA
2014
Principia Wealth Advisory
Texas
$6.33K +$998 +2 +20%
T
2015
Transce3nd
Texas
$6.33K +$998 +2 +20%
HHGA
2016
Halbert Hargrove Global Advisors
California
$5.8K -$499 -1 -8%
CIM
2017
Contravisory Investment Management
Massachusetts
$5.8K
VWWMG
2018
Vermillion & White Wealth Management Group
Pennsylvania
$5.8K
LFA
2019
LGT Financial Advisors
Texas
$5.8K +$5.49K +11 New
SCA
2020
Stuart Chaussee & Associates
California
$5.27K
DWA
2021
Delos Wealth Advisors
Texas
$5.27K +$4.99K +10 New
RWA
2022
Redmont Wealth Advisors
Illinois
$5.27K +$4.99K +10 New
SPF
2023
South Plains Financial
Texas
$5.27K
BHWM
2024
Bay Harbor Wealth Management
Maryland
$5.27K +$2.5K +5 +100%
BCM
2025
Blume Capital Management
California
$4.75K +$2.5K +5 +125%

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.