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S&P Global
SPGI

2,075 hedge funds and large institutions have $136B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 819 increasing their positions, 765 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 122

27% more call options, than puts

Call options by funds: $787M | Put options by funds: $622M

4% more funds holding in top 10

Funds holding in top 10: 70 → 73 (+3)

2% more funds holding

Funds holding: 2,038 → 2,075 (+37)

7% more repeat investments, than reductions

Existing positions increased: 819 | Existing positions reduced: 765

1% more capital invested

Capital invested by funds: $134B → $136B (+$1.45B)

1.55% less ownership

Funds ownership: 86.86% → 85.3% (-1.6%)

Holders
2,075
Holders Change
+37
Holders Change %
+1.82%
% of All Funds
27.83%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
0.98%
New
188
Increased
819
Reduced
765
Closed
122
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$832M
2
BlackRock
BlackRock
New York
+$388M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$343M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$314M
5
Norges Bank
Norges Bank
Norway
+$281M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.53B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$687M
3
Edgewood Management
Edgewood Management
Connecticut
-$456M
4
Citigroup
Citigroup
New York
-$286M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$237M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$925M +$52.2M +102,120 +6%
CCM
27
Cantillon Capital Management
New York
$921M -$28.6M -56,050 -3%
VFCM
28
Valley Forge Capital Management
Florida
$892M – – –
UE
29
Unisphere Establishment
Liechtenstein
$864M -$19.7M -38,500 -2%
Mitsubishi UFJ Asset Management
30
Mitsubishi UFJ Asset Management
Japan
$827M +$343M +670,392 +70%
UBS Group
31
UBS Group
Switzerland
$821M +$32.4M +63,417 +4%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$816M -$38.6M -75,602 -4%
Fayez Sarofim & Co
33
Fayez Sarofim & Co
Texas
$787M -$12.1M -23,703 -2%
SGA
34
Sustainable Growth Advisers
Connecticut
$780M -$48.7M -95,272 -6%
Ameriprise
35
Ameriprise
Minnesota
$745M -$184M -359,965 -20%
ClearBridge Investments
36
ClearBridge Investments
New York
$670M -$6.49M -12,700 -1%
Capital Research Global Investors
37
Capital Research Global Investors
California
$632M -$200M -391,806 -24%
Mackenzie Financial
38
Mackenzie Financial
Ontario, Canada
$587M -$5.32M -10,411 -0.9%
Franklin Resources
39
Franklin Resources
California
$580M -$31.8M -62,146 -5%
Deutsche Bank
40
Deutsche Bank
Germany
$572M +$7.84M +15,335 +1%
LP
41
Longview Partners
Guernsey
$571M -$35.2M -68,948 -6%
Newport Trust Company
42
Newport Trust Company
District of Columbia
$556M -$1.7M -3,336 -0.3%
Raymond James Financial
43
Raymond James Financial
Florida
$529M -$8.76M -17,151 -2%
RCWMU
44
Rothschild & Co Wealth Management (UK)
United Kingdom
$516M +$1.74M +3,407 +0.3%
HSBC Holdings
45
HSBC Holdings
United Kingdom
$501M +$23.3M +45,638 +5%
Barclays
46
Barclays
United Kingdom
$496M +$92.2M +180,526 +23%
Swedbank
47
Swedbank
Sweden
$476M +$9.3M +18,207 +2%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$471M -$80.3M -157,065 -14%
Ninety One (UK)
49
Ninety One (UK)
United Kingdom
$468M -$19.3M -37,681 -4%
AIM
50
Allen Investment Management
New York
$462M -$2.2M -4,310 -0.5%
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SPGI Hedge Fund Activity: Q1 2025 in Review

2,075 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2025, worth a combined $136B — up 1.1% from $134B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new SPGI positions and 122 closed out — a net gain of 66 holders — while 819 added to existing stakes and 765 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $832M. The largest seller was Capital International Investors, cutting an estimated $1.53B.

  • 2,075 institutional investors held S&P Global (SPGI) as of Q1 2025, up from 2,038 in Q4 2024.
  • Funds reported $136B of S&P Global stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 188 funds opened new S&P Global positions in Q1 2025 and 122 closed out, a net change of +66 holders.
  • The largest S&P Global buyer in Q1 2025 was Morgan Stanley, an estimated $832M added.
  • The largest S&P Global seller in Q1 2025 was Capital International Investors, an estimated $1.53B sold.

Based on aggregated 13F filings for Q1 2025.