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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 %
N
251
Natixis
France
$46.7M +$35.6M +70,847 +319%
GA
252
GuoLine Advisory
Singapore
$46.4M – – –
Cetera Investment Advisers
253
Cetera Investment Advisers
Illinois
$46.3M +$399K +785 +0.9%
CIBC World Market
254
CIBC World Market
Ontario, Canada
$46.2M -$10.9M -21,407 -19%
PAM
255
Panagora Asset Management
Massachusetts
$46.1M -$23.4M -46,053 -34%
GLA
256
Great Lakes Advisors
Illinois
$46.1M -$646K -1,274 -1%
SWM
257
Segment Wealth Management
Texas
$45.6M +$113K +223 +0.2%
Truist Financial
258
Truist Financial
North Carolina
$45.4M -$1.74M -3,427 -4%
FGP
259
Freestone Grove Partners
California
$45.3M +$43.9M +86,340 +3,119%
Wealth Enhancement Advisory Services
260
Wealth Enhancement Advisory Services
Minnesota
$44.1M +$592K +1,166 +1%
CCMG
261
Clark Capital Management Group
Pennsylvania
$44.1M -$18.4M -36,254 -29%
Creative Planning
262
Creative Planning
Kansas
$43.7M +$15.4M +30,314 +55%
SOMRS
263
State of Michigan Retirement System
Michigan
$43.4M -$356K -700 -0.8%
Janney Montgomery Scott
264
Janney Montgomery Scott
Pennsylvania
$43.2M +$327K +644 +0.8%
AAP
265
Aristotle Atlantic Partners
Florida
$43.1M -$457K -899 -1%
NP
266
NS Partners
United Kingdom
$43.1M +$328K +645 +0.8%
CF
267
Corebridge Financial
Texas
$43M -$2.06M -4,055 -5%
IGAM
268
iA Global Asset Management
Quebec, Canada
$42.8M +$5.67M +11,158 +15%
ACM
269
Alta Capital Management
Utah
$42.8M -$4.57M -8,991 -10%
Public Sector Pension Investment Board (PSP Investments)
270
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$42.8M +$965K +1,900 +2%
LCM
271
Lionstone Capital Management
New York
$42.7M – – –
YL
272
YCG LLC
Texas
$41.9M +$159K +313 +0.4%
Kayne Anderson Rudnick Investment Management
273
Kayne Anderson Rudnick Investment Management
California
$41.8M +$14.4M +28,321 +53%
SCP
274
Sandhill Capital Partners
New York
$41.6M -$614K -1,208 -1%
VLKIM
275
Van Lanschot Kempen Investment Management
Netherlands
$41.6M -$17.7M -34,814 -30%
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