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S&P Global
SPGI

Overview Fund Activity

2,049 hedge funds and large institutions have $133B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 804 increasing their positions, 757 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,049
Holders Change
+37
Holders Change %
+1.84%
% of All Funds
27.83%
Holding in Top 10
71
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.41%
% of All Funds
0.96%
New
191
Increased
804
Reduced
757
Closed
119
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$827M
2
BlackRock
BlackRock
New York
+$386M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$341M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
5
BI
BlueSpruce Investments
Illinois
+$213M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.52B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$683M
3
Edgewood Management
Edgewood Management
Connecticut
-$454M
4
Citigroup
Citigroup
New York
-$285M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
PAM
376
Peak Asset Management
Colorado
$19.3M -$509K -1,001 -3%
SCM
377
Sterling Capital Management
North Carolina
$19.3M -$371K -730 -2%
MYLI
378
Meiji Yasuda Life Insurance
Japan
$19.3M -$197K -387 -1%
P
379
&Partners
Tennessee
$19.1M -$777K -1,550 -4%
SPIA
380
Steward Partners Investment Advisory
New York
$19.1M +$642K +1,264 +3%
WCA
381
Waratah Capital Advisors
Ontario, Canada
$19M +$13.2M +26,048 +230%
SSWM
382
Smith Salley Wealth Management
North Carolina
$19M +$121K +239 +0.6%
PE
383
Point72 Europe
United Kingdom
$18.9M +$7.82M +15,400 +71%
SOADOR
384
State of Alaska Department of Revenue
Alaska
$18.8M +$361K +710 +2%
SCA
385
Snowden Capital Advisors
New York
$18.7M -$3.48M -6,850 -16%
MOACM
386
Mutual of America Capital Management
New York
$18.6M -$713K -1,403 -4%
TPSF
387
Texas Permanent School Fund
Texas
$18.4M +$18.4M +36,881 New
Osaic Holdings
388
Osaic Holdings
Arizona
$18.3M -$12M -23,496 -39%
JSSH
389
J. Safra Sarasin Holding
$18.3M +$16.4M +32,325 +863%
T. Rowe Price Investment Management
390
T. Rowe Price Investment Management
Maryland
$17.9M +$16.6M +32,720 +1,259%
Kovitz Investment Group Partners
391
Kovitz Investment Group Partners
Illinois
$17.9M +$1.27M +2,493 +8%
MCM
392
Makena Capital Management
California
$17.9M +$8.39M +16,509 +89%
FT
393
Fiduciary Trust
Massachusetts
$17.9M +$1.35M +2,648 +8%
RWP
394
RWA Wealth Partners
Massachusetts
$17.7M +$672K +1,323 +4%
TWC
395
TD Waterhouse Canada
Ontario, Canada
$17.7M +$1.42M +2,781 +9%
EPIM
396
Evelyn Partners Investment Management
$17.7M +$17.7M +33,333 New
WP
397
Wedgewood Partners
Missouri
$17.5M +$5.49M +10,731 +46%
UF
398
Univest Financial
Pennsylvania
$17.3M +$115K +226 +0.7%
PR
399
Payden & Rygel
California
$17.2M +$3.66M +7,200 +27%
TAM
400
Troy Asset Management
United Kingdom
$17M +$79.3K +156 +0.5%
14 15
16
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