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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 %
WTC
451
WhitTier Trust Company
Nevada
$13M +$395K +777 +3%
CWM
452
Calamos Wealth Management
Illinois
$12.9M +$670K +1,318 +5%
GAM
453
Gotham Asset Management
New York
$12.9M +$2.32M +4,568 +22%
QCM
454
QRG Capital Management
Illinois
$12.9M +$930K +1,831 +8%
FBB
455
Fulton Breakefield Broenniman
Maryland
$12.8M +$12.6M +24,712 +4,680%
MSU
456
Mizuho Securities USA
New York
$12.8M -$2.47M -4,870 -16%
BWL
457
Bogart Wealth LLC
Virginia
$12.8M +$3.45M +6,790 +37%
MC
458
Montag & Caldwell
Georgia
$12.7M -$849K -1,671 -6%
HCMT
459
Highland Capital Management (Tennessee)
Tennessee
$12.6M +$92.5K +182 +0.7%
NIM
460
NEOS Investment Management
Connecticut
$12.6M +$3.31M +6,513 +36%
CL
461
Choreo LLC
Illinois
$12.5M -$54.4K -107 -0.4%
BF
462
BOK Financial
Oklahoma
$12.1M -$1.01M -1,987 -8%
SAM
463
Shell Asset Management
Netherlands
$12M -$459K -904 -4%
Mercer Global Advisors
464
Mercer Global Advisors
Colorado
$12M +$469K +923 +4%
AI
465
Atria Investments
North Carolina
$11.9M -$2.87M -5,648 -19%
MFG
466
Merit Financial Group
Georgia
$11.8M +$1.65M +3,251 +16%
LOAME
467
Lombard Odier Asset Management (Europe)
United Kingdom
$11.8M -$2.49M -4,906 -17%
AIMCA
468
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.8M -$13.3M -26,142 -53%
CNAM
469
Campbell Newman Asset Management
Wisconsin
$11.6M +$21.8K +43 +0.2%
MGP
470
Metis Global Partners
California
$11.6M +$1.37M +2,703 +13%
HFS
471
Haverford Financial Services
Pennsylvania
$11.5M -$76.7K -151 -0.7%
CI
472
Capital International
California
$11.5M -$6.84M -13,457 -37%
MC
473
Middleton & Co
Massachusetts
$11.5M -$229K -451 -2%
PWC
474
PYA Waltman Capital
Tennessee
$11.4M -$86.9K -171 -0.8%
AF
475
Avanza Fonder
Sweden
$11.3M -$469K -912 -4%
17 18
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