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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 193 funds opening new positions, 804 increasing their positions, 756 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,050
Holders Change
+40
Holders Change %
+1.99%
% 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
193
Increased
804
Reduced
756
Closed
118
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M

Top Buyers

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

Top Sellers

1
Capital International Investors
1
Capital International Investors
California
$1.54B
2
Wellington Management Group
2
Wellington Management Group
Massachusetts
$3.28B
3
Edgewood Management
3
Edgewood Management
Connecticut
$1.37B
4
Citigroup
4
Citigroup
New York
$292M
5
Mawer Investment Management
5
Mawer Investment Management
Alberta, Canada
$76M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
26
Cantillon Capital Management
New York
$921M -$28.5M -56,050 -3%
VFCM
27
Valley Forge Capital Management
Florida
$892M – – –
UE
28
Unisphere Establishment
Liechtenstein
$864M -$19.6M -38,500 -2%
Mitsubishi UFJ Asset Management
29
Mitsubishi UFJ Asset Management
Japan
$827M +$341M +670,392 +70%
UBS Group
30
UBS Group
Switzerland
$821M +$32.2M +63,417 +4%
Neuberger Berman Group
31
Neuberger Berman Group
New York
$816M -$38.4M -75,602 -4%
Fayez Sarofim & Co
32
Fayez Sarofim & Co
Texas
$787M -$12.1M -23,703 -2%
SGA
33
Sustainable Growth Advisers
Connecticut
$780M -$48.4M -95,272 -6%
Ameriprise
34
Ameriprise
Minnesota
$745M -$181M -359,965 -20%
ClearBridge Investments
35
ClearBridge Investments
New York
$670M -$6.45M -12,700 -1%
Capital Research Global Investors
36
Capital Research Global Investors
California
$632M -$199M -391,806 -24%
Mackenzie Financial
37
Mackenzie Financial
Ontario, Canada
$587M -$5.29M -10,411 -0.9%
Franklin Resources
38
Franklin Resources
California
$580M -$31.6M -62,146 -5%
Deutsche Bank
39
Deutsche Bank
Germany
$572M +$7.79M +15,335 +1%
LP
40
Longview Partners
Guernsey
$571M -$35M -68,948 -6%
Newport Trust Company
41
Newport Trust Company
District of Columbia
$556M -$1.7M -3,336 -0.3%
Raymond James Financial
42
Raymond James Financial
Florida
$529M -$8.71M -17,151 -2%
RCWMU
43
Rothschild & Co Wealth Management (UK)
United Kingdom
$516M +$1.73M +3,407 +0.3%
HSBC Holdings
44
HSBC Holdings
United Kingdom
$501M +$23.1M +45,638 +5%
Barclays
45
Barclays
United Kingdom
$496M +$91.7M +180,526 +23%
Swedbank
46
Swedbank
Sweden
$476M +$9.25M +18,207 +2%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$471M -$79.8M -157,065 -14%
Ninety One (UK)
48
Ninety One (UK)
United Kingdom
$468M -$19.1M -37,681 -4%
AIM
49
Allen Investment Management
New York
$462M -$2.19M -4,310 -0.5%
CIBC Private Wealth Group
50
CIBC Private Wealth Group
Georgia
$405M -$3.94M -8,930 -1%
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