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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 %
GAM
401
Generali Asset Management
Italy
$16.9M -$2.27M -4,477 -12%
JHA
402
Jackson Hill Advisors
Texas
$16.8M +$1.91M +3,750 +13%
OIAM
403
OFI Invest Asset Management
France
$16.3M -$435K -924 -3%
GT
404
Glenmede Trust
Pennsylvania
$16.2M -$179K -352 -1%
LFM
405
LGT Fund Management
Liechtenstein
$16.1M +$889K +1,749 +6%
CIA
406
Covington Investment Advisors
Pennsylvania
$16.1M +$191K +375 +1%
AM
407
AGF Management
Ontario, Canada
$16.1M -$1.91M -3,756 -11%
EWA
408
Exencial Wealth Advisors
Oklahoma
$16M -$5.36M -10,556 -25%
CAPTRUST Financial Advisors
409
CAPTRUST Financial Advisors
North Carolina
$15.9M +$4.54M +8,932 +40%
GWM
410
GDS Wealth Management
Texas
$15.7M +$891K +1,753 +6%
HNB
411
Huntington National Bank
Ohio
$15.6M +$421K +829 +3%
B
412
Bellecapital
Switzerland
$15.6M -$481K -947 -3%
CFB
413
Cullen/Frost Bankers
Texas
$15.5M +$93K +183 +0.6%
DCM
414
Dupont Capital Management
Delaware
$15.4M +$1.03M +2,033 +7%
CPIM
415
Coalescence Partners Investment Management
New York
$15.3M – – –
B
416
Bailard
California
$15.3M +$77.7K +153 +0.5%
FFB
417
First Financial Bankshares
Texas
$15.1M +$284K +558 +2%
MIF
418
Mediolanum International Funds
Ireland
$14.9M -$342K -680 -2%
SLI
419
Sumitomo Life Insurance
Japan
$14.8M +$1.12M +2,199 +8%
RIM
420
Rakuten Investment Management
Japan
$14.5M +$14.5M +28,861 New
ACM
421
Aquatic Capital Management
Illinois
$14.5M +$6.96M +13,696 +93%
DSAM
422
Dock Street Asset Management
Florida
$14.5M -$1.21M -2,372 -8%
VC
423
Vestor Capital
Illinois
$14.4M -$68.6K -135 -0.5%
PNAA
424
Pictet North America Advisors
Switzerland
$14.4M +$593K +1,167 +4%
IMC Chicago
425
IMC Chicago
Illinois
$14.3M +$14.3M +28,164 New
15 16
17
18 19