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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
SC
2051
Sawyer & Company
Massachusetts
$2.04K +$2.5K +5 New
DF
2052
DecisionPoint Financial
Arizona
$1.59K +$1.5K +3 New
RS
2053
Rakuten Securities
Japan
$1.58K -$19K -38 -93%
KB
2054
Kimelman & Baird
New York
$1.58K
IAS
2055
IMA Advisory Services
Colorado
$1.58K +$1.5K +3 New
CTWM
2056
Cherry Tree Wealth Management
Minnesota
$1.32K -$25.5K -51 -94%
WTFG
2057
Wood Tarver Financial Group
Idaho
$1K
PEAK6
2058
PEAK6
Illinois
$975
CIA
2059
Cape Investment Advisory
Georgia
$527
RJA
2060
Ross\Johnson & Associates
Minnesota
$527
WPA
2061
Wealth Preservation Advisors
Tennessee
$527
TFA
2062
Transamerica Financial Advisors
Florida
$389 -$499 -1 -50%
Voloridge Investment Management
2063
Voloridge Investment Management
Florida
-$102M -200,299 Closed
Westfield Capital Management
2064
Westfield Capital Management
Massachusetts
-$76.9M -151,399 Closed
N
2065
Natixis
France
-$46.7M -93,055 Closed
CF
2066
Corebridge Financial
Texas
-$43M -84,589 Closed
ADEF
2067
Adams Diversified Equity Fund
Maryland
-$25.9M -51,000 Closed
AIM
2068
Artemis Investment Management
United Kingdom
-$22.5M -44,373 Closed
DSAM
2069
Dock Street Asset Management
Florida
-$14.5M -28,462 Closed
IMC Chicago
2070
IMC Chicago
Illinois
-$14.1M -28,164 Closed
SC
2071
SummitTX Capital
Texas
-$13.3M -26,234 Closed
AIMCA
2072
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$11.8M -23,135 Closed
WCF
2073
West Coast Financial
California
-$8.57M -16,860 Closed
EGM
2074
Engineers Gate Manager
New York
-$7.64M -15,046 Closed
FCI
2075
Financial Counselors Inc
Kansas
-$6.34M -12,486 Closed

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.