We are live on ! Find out more
SPGI icon

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
HCP
2126
Hexagon Capital Partners
Arkansas
-$261K -514 Closed
SWA
2127
SFMG Wealth Advisors
Texas
-$256K -504 Closed
APW
2128
Aurora Private Wealth
New Jersey
-$254K -500 Closed
CFG
2129
Cooper Financial Group
California
-$254K -500 Closed
Harris Associates
2130
Harris Associates
Illinois
-$254K -500 Closed
DIA
2131
Dana Investment Advisors
Wisconsin
-$246K -485 Closed
USWIA
2132
UP Strategic Wealth Investment Advisors
Pennsylvania
-$240K -473 Closed
RWM
2133
RBA Wealth Management
California
-$239K -471 Closed
AWM
2134
Avior Wealth Management
Nebraska
-$231K -455 Closed
HKIMG
2135
Hutchens & Kramer Investment Management Group
Indiana
-$230K -453 Closed
PEA
2136
Park Edge Advisors
Ohio
-$227K -446 Closed
LAM
2137
Longboard Asset Management
Arizona
-$226K -445 Closed
DQRIM
2138
Dale Q Rice Investment Management
Washington
-$214K -422 Closed
SIAG
2139
Safeguard Investment Advisory Group
California
-$215K -421 Closed
MF
2140
Magnetar Financial
Illinois
-$212K -418 Closed
SHF
2141
Stage Harbor Financial
Massachusetts
-$207K -407 Closed
FRM
2142
Fox Run Management
Connecticut
-$206K -406 Closed
FDW
2143
Fourth Dimension Wealth
Ohio
-$121K -239 Closed
SFGP
2144
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
-$121K -238 Closed
WPA
2145
West Paces Advisors
Georgia
-$86.4K -170 Closed
SCB
2146
Saudi Central Bank
Saudi Arabia
-$63.5K -125 Closed
KWM
2147
Kiker Wealth Management
Georgia
-$55.4K -109 Closed
RTC
2148
Riverview Trust Company
Washington
-$53.4K -105 Closed
GWMI
2149
Guardian Wealth Management (Illinois)
Illinois
-$51K -100 Closed
CWC
2150
Carolinas Wealth Consulting
North Carolina
-$47.1K -93 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.