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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 %
TC
476
TownSquare Capital
Utah
$11.3M +$685K +1,348 +6%
KPWS
477
Kestra Private Wealth Services
Texas
$11.3M -$15.8K -31 -0.1%
MMA
478
Miracle Mile Advisors
California
$11.2M +$314K +617 +3%
BDLIB
479
Banque de Luxembourg Investments (BLI)
Luxembourg
$11.2M -$201K -400 -2%
AAM
480
Advisors Asset Management
Colorado
$11.2M +$591K +1,164 +6%
GIA
481
Gateway Investment Advisers
Ohio
$11.2M +$24.4K +48 +0.2%
HFS
482
Hantz Financial Services
Michigan
$11.2M -$77.2K -152 -0.7%
PM
483
Phraction Management
Connecticut
$11.1M +$6.1K +12 +0.1%
SAM
484
Stansberry Asset Management
Texas
$11M +$412K +810 +4%
BBA
485
BLB&B Advisors
Pennsylvania
$11M -$249K -490 -2%
KCM
486
Kornitzer Capital Management
Kansas
$10.9M -$7.78M -15,321 -42%
LCM
487
Logan Capital Management
Pennsylvania
$10.9M -$597K -1,174 -5%
SI
488
Sora Investors
Pennsylvania
$10.9M +$7.26M +14,285 +200%
KRS
489
Kentucky Retirement Systems
Kentucky
$10.9M -$320K -630 -3%
CC
490
Chicago Capital
Illinois
$10.8M +$295K +580 +3%
ET
491
Equitable Trust
Tennessee
$10.8M +$60K +118 +0.6%
IC
492
IEQ Capital
California
$10.8M +$2.27M +4,474 +27%
CFO
493
Callan Family Office
Pennsylvania
$10.7M +$1.21M +2,390 +13%
FC
494
Fulcrum Capital
Washington
$10.6M -$142K -279 -1%
MCM
495
Mattern Capital Management
Colorado
$10.6M -$158K -311 -1%
KWM
496
Kingsview Wealth Management
Oregon
$10.5M -$51.8K -102 -0.5%
GI
497
GAMCO Investors
Connecticut
$10.5M -$1.05M -2,065 -9%
AAS
498
Avantax Advisory Services
Texas
$10.5M +$338K +666 +3%
TC
499
Triavera Capital
California
$10.4M -$582K -1,145 -5%
UM
500
UniSuper Management
Australia
$10.3M +$559K +1,100 +6%
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