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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
ST
2101
Sageworth Trust
Pennsylvania
-$764K -1,504 Closed
BOTPPF
2102
Board of the Pension Protection Fund
United Kingdom
-$762K -1,500 Closed
RAM
2103
Readystate Asset Management
Illinois
-$714K -1,405 Closed
LA
2104
Legacy Advisors
Pennsylvania
-$555K -1,093 Closed
IC
2105
Inscription Capital
Texas
-$459K -1,079 Closed
AC
2106
Armistice Capital
New York
-$511K -1,005 Closed
AIP
2107
Arrowpoint Investment Partners
Singapore
-$508K -1,000 Closed
GFPC
2108
Global Financial Private Client
Florida
-$506K -995 Closed
CFM
2109
Catalyst Funds Management
Australia
-$488K -960 Closed
PTC
2110
Petrus Trust Company
Texas
-$479K -942 Closed
GEM
2111
Global Endowment Management
North Carolina
-$429K -844 Closed
MM
2112
MQS Management
New York
-$423K -833 Closed
TSS
2113
Two Sigma Securities
New York
-$421K -829 Closed
CAAS
2114
Capital Asset Advisory Services
Michigan
-$409K -795 Closed
NCFG
2115
New Century Financial Group
New Jersey
-$400K -787 Closed
CMF
2116
Counterpoint Mutual Funds
California
-$369K -726 Closed
QC
2117
Quantessence Capital
New York
-$368K -725 Closed
JIP
2118
Jaffetilchin Investment Partners
Florida
-$358K -704 Closed
CFG
2119
Clayton Financial Group
Missouri
-$356K -701 Closed
IFU
2120
iSAM Funds (UK)
United Kingdom
-$342K -673 Closed
CWA
2121
Crux Wealth Advisors
California
-$329K -647 Closed
LWIC
2122
Leith Wheeler Investment Counsel
British Columbia, Canada
-$320K -630 Closed
OC
2123
Oarsman Capital
Wisconsin
-$311K -613 Closed
APW
2124
Austin Private Wealth
Texas
-$285K -561 Closed
OPCM
2125
Osborne Partners Capital Management
California
-$281K -553 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.