SPGI icon

S&P Global
SPGI

Overview Fund Activity

2,050 hedge funds and large institutions have $133B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 804 increasing their positions, 757 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,050
Holders Change
+39
Holders Change %
+1.94%
% of All Funds
27.85%
Holding in Top 10
71
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.41%
% of All Funds
0.96%
New
192
Increased
804
Reduced
757
Closed
118
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.99B
2
BlackRock
BlackRock
New York
$13.9B
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$827M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.5B
5
BI
BlueSpruce Investments
Illinois
$396M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.54B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.28B
3
Edgewood Management
Edgewood Management
Connecticut
$1.37B
4
Citigroup
Citigroup
New York
$292M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$76M
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
226
Sather Financial Group
Texas
$57.3M -$5.59M -11,006 -9%
Fifth Third Bancorp
227
Fifth Third Bancorp
Ohio
$56.3M -$2.87M -5,655 -5%
DADC
228
D.A. Davidson & Co
Montana
$56.2M -$371K -730 -0.7%
VF
229
Vest Financial
Virginia
$55.8M -$3.57M -7,024 -6%
EWA
230
EP Wealth Advisors
California
$55.8M +$507K +998 +0.9%
State of New Jersey Common Pension Fund D
231
State of New Jersey Common Pension Fund D
New Jersey
$54.4M -$5.66M -11,143 -9%
RAM
232
Resona Asset Management
Japan
$53.9M +$3.68M +7,248 +7%
CF
233
Cypress Funds
California
$53.7M – – –
NB
234
Norinchukin Bank
Japan
$53.5M +$1.43M +2,807 +3%
LF
235
Lansforsakringar Fondforvaltning
Sweden
$52.8M -$1.44M -2,831 -3%
BHIA
236
Birch Hill Investment Advisors
Massachusetts
$52.8M +$600K +1,181 +1%
HCM
237
Howland Capital Management
Massachusetts
$52.7M -$699K -1,375 -1%
Rafferty Asset Management
238
Rafferty Asset Management
New York
$52.5M -$4.45M -8,752 -8%
FDCDDQ
239
Federation des caisses Desjardins du Quebec
Quebec, Canada
$51.1M +$12.1M +23,903 +31%
Two Sigma Advisers
240
Two Sigma Advisers
New York
$50.6M +$50.3M +99,058 +22,111%
CGPCS
241
Capital Group Private Client Services
California
$50.4M -$425K -836 -0.8%
ASRS
242
Arizona State Retirement System
Arizona
$50.1M +$2.96M +5,816 +6%
RFC
243
Regions Financial Corp
Alabama
$49.7M +$360K +708 +0.7%
CP
244
Cumberland Partners
Ontario, Canada
$49.3M -$723K -1,423 -1%
ICP
245
Ironvine Capital Partners
Nebraska
$48.8M -$622K -1,225 -1%
BEI
246
Benjamin Edwards Inc
Missouri
$48.8M +$6.32M +12,442 +15%
UCFA
247
United Capital Financial Advisors
Texas
$48.3M -$3.97M -7,819 -8%
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$48.2M +$7.25M +14,270 +18%
FRAF
249
Första AP-fonden
Sweden
$47.1M +$7.98M +15,700 +20%
CF
250
Canoe Financial
Alberta, Canada
$46.9M +$8.23M +16,195 +21%
8 9
10
11 12