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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 %
MGWM
526
Marks Group Wealth Management
Minnesota
$9.37M +$230K +452 +3%
PAS
527
Park Avenue Securities
New York
$9.33M +$2.6M +5,125 +39%
ACM
528
Academy Capital Management
Texas
$9.27M -$74.7K -147 -0.8%
GIBU
529
Gulf International Bank (UK)
United Kingdom
$9.25M -$3.36M -6,613 -27%
PIM
530
Penobscot Investment Management
Massachusetts
$9.22M +$395K +777 +4%
Lido Advisors
531
Lido Advisors
California
$9.08M +$2.54M +5,006 +39%
GC
532
Guggenheim Capital
Illinois
$9.04M -$3.01M -5,926 -25%
PAM
533
Peninsula Asset Management
Florida
$9.01M -$198K -390 -2%
SCM
534
Silvant Capital Management
Georgia
$8.94M +$84.9K +167 +1%
Nomura Holdings
535
Nomura Holdings
Japan
$8.93M +$559K +1,100 +7%
AIM
536
Achmea Investment Management
Netherlands
$8.9M +$2.67M +5,250 +43%
OCBCO
537
Oversea-Chinese Banking Corp (OCBC)
Singapore
$8.85M +$180K +355 +2%
CLGM
538
Capitolis Liquid Global Markets
New York
$8.69M – – –
OBGC
539
O'Brien Greene & Co
Pennsylvania
$8.68M -$309K -609 -3%
CBT
540
Central Bank & Trust
Kentucky
$8.66M -$1.31M -2,572 -13%
AC
541
Addenda Capital
Quebec, Canada
$8.65M +$2.02M +3,970 +30%
CPA
542
Court Place Advisors
Maryland
$8.63M -$167K -328 -2%
EDRH
543
Edmond de Rothschild Holding
Switzerland
$8.6M +$1.74M +3,434 +25%
LSERS
544
Louisiana State Employees Retirement System
Louisiana
$8.59M -$102K -200 -1%
WCF
545
West Coast Financial
California
$8.57M -$301K -592 -3%
A
546
Allianz
Germany
$8.51M – – –
RBA
547
Richard Bernstein Advisors
New York
$8.51M +$8.51M +16,749 New
CA
548
Cornerstone Advisors
North Carolina
$8.49M – – –
SAM
549
Securian Asset Management
Minnesota
$8.47M -$203K -399 -2%
GAM
550
Groupama Asset Management
France
$8.43M +$1.07M +2,130 +15%
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