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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 %
BWP
501
Baldwin Wealth Partners
Massachusetts
$10.3M +$175K +345 +2%
M
502
MOTCO
Texas
$10.2M +$102K +200 +1%
BL
503
Bleichroeder LP
New York
$10.2M -$10.2M -20,000 -50%
LI
504
LMCG Investments
Massachusetts
$10.1M -$432K -851 -4%
BFS
505
Bradley Foster & Sargent
Connecticut
$10.1M -$34.1M -67,165 -77%
CCM
506
Carderock Capital Management
Maryland
$10M +$3.56K +7 +0%
HWM
507
HB Wealth Management
Georgia
$10M +$6.22M +12,235 +162%
DILIC
508
Dai-ichi Life Insurance Company
Japan
$9.99M -$732K -1,440 -7%
WIA
509
World Investment Advisors
California
$9.97M +$533K +1,049 +6%
NA
510
NewEdge Advisors
Louisiana
$9.97M +$849K +1,670 +9%
AAF
511
Andra AP-fonden
Sweden
$9.91M +$1.58M +3,100 +19%
D.E. Shaw & Co
512
D.E. Shaw & Co
New York
$9.89M -$16.4M -32,332 -62%
NB
513
NBT Bank
New York
$9.87M -$196K -385 -2%
Envestnet Portfolio Solutions
514
Envestnet Portfolio Solutions
Illinois
$9.78M -$3.46M -6,815 -26%
HIMCH
515
Hartford Investment Management Co (HIMCO)
Connecticut
$9.77M -$199K -391 -2%
IG
516
ING Group
Netherlands
$9.72M +$2.43M +4,780 +33%
SRC
517
Stone Run Capital
New York
$9.69M -$864K -1,700 -8%
SIA
518
Sit Investment Associates
Minnesota
$9.63M +$654K +1,287 +7%
FHA
519
First Horizon Advisors
Tennessee
$9.61M -$117K -231 -1%
SWM
520
Spire Wealth Management
Virginia
$9.6M -$2.45M -4,812 -20%
Pacer Advisors
521
Pacer Advisors
Pennsylvania
$9.55M -$5.1M -10,028 -35%
KA
522
Kintegral Advisory
New York
$9.54M -$32K -63 -0.3%
CPH
523
C Partners Holding
Switzerland
$9.47M – – –
DC
524
Davenport & Co
Virginia
$9.45M +$372K +732 +4%
EAM
525
Eventide Asset Management
Massachusetts
$9.41M +$464K +913 +5%
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