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
Vanguard Group
1
Vanguard Group
Pennsylvania
$15.9B +$158M +315,916 +1%
BlackRock
2
BlackRock
New York
$14B -$399M -800,149 -3%
State Street
3
State Street
Massachusetts
$7.43B -$80.3M -160,804 -1%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$5.85B +$364M +730,354 +7%
Morgan Stanley
5
Morgan Stanley
New York
$4.22B +$66.4M +132,970 +2%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$3.57B +$21.3M +42,724 +0.6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$3.14B -$244M -489,434 -8%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$3.05B -$84.4M -169,113 -3%
Bank of America
9
Bank of America
North Carolina
$2.91B +$91M +182,282 +3%
Norges Bank
10
Norges Bank
Norway
$2.19B +$68.6M +137,360 +3%
BC
11
Broadwater Capital
Massachusetts
$1.86B +$925M +1,852,541 +52,629%
UBS AM
12
UBS AM
Illinois
$1.81B +$127M +254,338 +8%
Northern Trust
13
Northern Trust
Illinois
$1.67B -$40.6M -81,405 -3%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$1.63B +$73.1M +146,566 +5%
Wells Fargo
15
Wells Fargo
California
$1.47B +$2.83M +5,678 +0.2%
Capital International Investors
16
Capital International Investors
California
$1.38B -$208M -416,392 -14%
Goldman Sachs
17
Goldman Sachs
New York
$1.36B -$67.5M -135,339 -5%
Edgewood Management
18
Edgewood Management
Connecticut
$1.32B -$95.7M -191,791 -7%
Invesco
19
Invesco
Georgia
$1.29B -$169M -337,891 -12%
Legal & General Group
20
Legal & General Group
United Kingdom
$1.13B +$13.4M +26,945 +1%
Amundi
21
Amundi
France
$1.12B -$37.5M -75,160 -3%
Charles Schwab
22
Charles Schwab
California
$1.11B +$17.8M +35,630 +2%
Parnassus Investments
23
Parnassus Investments
California
$1.07B -$34.1M -68,364 -3%
N
24
Nuveen
North Carolina
$1.06B -$85M -170,310 -8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$997M -$71.9M -143,975 -7%

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.