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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 %
GL
601
GHE LLC
Tennessee
$6.76M -$99.6K -196 -1%
CAM
602
Clio Asset Management
Virginia
$6.75M -$330K -650 -5%
AIP
603
Ameritas Investment Partners
Nebraska
$6.75M -$102K -201 -1%
Acadian Asset Management
604
Acadian Asset Management
Massachusetts
$6.73M -$3.79M -7,456 -36%
CIA
605
Choate Investment Advisors
Massachusetts
$6.69M -$48.8K -96 -0.7%
KIA
606
KCM Investment Advisors
California
$6.62M +$14.2K +28 +0.2%
LGWM
607
Litman Gregory Wealth Management
California
$6.58M +$1.39M +2,737 +27%
SBCM
608
Silverberg Bernstein Capital Management
New York
$6.56M +$6.56M +12,907 New
VCM
609
Voleon Capital Management
California
$6.53M +$369K +727 +6%
CHAM
610
Clear Harbor Asset Management
Connecticut
$6.53M – – –
ST
611
Sentinel Trust
Texas
$6.47M – – –
GP
612
Gallo Partners
New Jersey
$6.44M +$3.45M +6,784 +115%
MPWT
613
MassMutual Private Wealth & Trust
Connecticut
$6.43M -$658K -1,296 -9%
JSP
614
Jackson Square Partners
California
$6.42M +$6.42M +12,636 New
LGF
615
LGT Group Foundation
Liechtenstein
$6.41M +$5M +9,847 +355%
MAM
616
Mirabaud Asset Management
United Kingdom
$6.39M +$1.66M +3,296 +35%
FCI
617
Financial Counselors Inc
Kansas
$6.34M -$84.3K -166 -1%
KAS
618
Kestra Advisory Services
Texas
$6.27M -$1.84M -3,631 -23%
IAM
619
Impact Asset Management
$6.25M -$71.1K -140 -1%
BMM
620
Buffington Mohr McNeal
Idaho
$6.24M -$442K -869 -7%
BZWA
621
Blue Zone Wealth Advisors
California
$6.23M +$514K +1,012 +9%
GLF
622
Groupe la Francaise
France
$6.19M +$409K +804 +7%
IIM
623
INTECH Investment Management
Florida
$6.18M -$1.92M -3,788 -24%
SAM
624
Synergy Asset Management
Washington
$6.16M -$5.97M -11,740 -49%
CTA
625
Colonial Trust Advisors
South Carolina
$6.09M -$166K -326 -3%
23 24
25
26 27