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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
Luther King Capital Management (LKCM)
201
Luther King Capital Management (LKCM)
Texas
$78.2M +$1.52M +3,051 +2%
CIM
202
Confluence Investment Management
Missouri
$78.1M -$865K -1,734 -1%
RBI
203
Raiffeisen Bank International
Austria
$78.1M -$4.28M -8,581 -5%
QP
204
Quilter Plc
United Kingdom
$77M +$7.66M +15,345 +12%
Mariner
205
Mariner
Kansas
$76.9M +$3.88M +7,774 +6%
NAM
206
Nissay Asset Management
Japan
$76.6M -$30.4M -60,858 -30%
Treasurer of the State of North Carolina
207
Treasurer of the State of North Carolina
North Carolina
$75.6M +$79.9K +160 +0.1%
AAIS
208
ABN AMRO Investment Solutions
$75.5M -$1.93M -3,876 -3%
BCIM
209
British Columbia Investment Management
British Columbia, Canada
$75.5M -$10.7M -21,475 -13%
WorldQuant Millennium Advisors
210
WorldQuant Millennium Advisors
New York
$73.3M -$35.8M -71,740 -34%
Renaissance Technologies
211
Renaissance Technologies
New York
$73.3M +$8.38M +16,800 +14%
SH
212
Spear Holdings
United Arab Emirates
$72.9M +$29.6M +59,400 +75%
Northwestern Mutual Wealth Management
213
Northwestern Mutual Wealth Management
Wisconsin
$69.9M +$6.62M +13,274 +11%
Mawer Investment Management
214
Mawer Investment Management
Alberta, Canada
$69.7M -$8.7M -17,426 -12%
KK
215
KLP Kapitalforvaltning
Norway
$68.4M +$1.8M +3,600 +3%
Ohio Public Employees Retirement System (OPERS)
216
Ohio Public Employees Retirement System (OPERS)
Ohio
$66.6M -$1.94M -3,895 -3%
DAM
217
Delta Asset Management
Tennessee
$66.4M -$192K -384 -0.3%
HPC
218
HM Payson & Co
Maine
$66.1M +$1.86M +3,726 +3%
SO
219
STRS Ohio
Ohio
$66M -$22M -44,079 -26%
Teacher Retirement System of Texas
220
Teacher Retirement System of Texas
Texas
$65.5M -$6.33M -12,687 -9%
CA
221
Cullinan Associates
Kentucky
$65.1M +$150K +300 +0.2%
EWA
222
EP Wealth Advisors
California
$64.5M +$6.25M +12,531 +11%
Calamos Advisors
223
Calamos Advisors
Illinois
$63.4M +$52.9K +106 +0.1%
D.E. Shaw & Co
224
D.E. Shaw & Co
New York
$63.3M +$50.2M +100,588 +517%
BCWM
225
Bartlett & Co Wealth Management
Ohio
$62.7M +$13.5K +27 +0%

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.