SPGI icon

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 %
Carson Wealth (CWM LLC)
626
Carson Wealth (CWM LLC)
Nebraska
$6.07M -$4.69M -9,232 -44%
SHFA
627
SS&H Financial Advisors
Michigan
$6.04M – – –
BBVA
628
Banco Bilbao Vizcaya Argentaria
Spain
$6.04M +$1.1M +2,165 +22%
ALMGDA
629
AG2R La Mondiale Gestion d'Actifs
France
$6.02M +$6.02M +11,733 New
EF
630
Empowered Funds
Pennsylvania
$6.01M +$2.43M +4,791 +68%
LOAMS
631
Lombard Odier Asset Management (Switzerland)
Switzerland
$6.01M -$4.24M -8,354 -41%
CTA
632
Chesley Taft & Associates
Illinois
$6M -$8.13K -16 -0.1%
CIC
633
Cutler Investment Counsel
Oregon
$5.98M +$1.67M +3,280 +39%
MCM
634
MAI Capital Management
Ohio
$5.97M -$250K -493 -4%
AG
635
AIA Group
Hong Kong
$5.97M -$417K -820 -7%
DAS
636
Dynamic Advisor Solutions
Arizona
$5.96M +$349K +686 +6%
MWA
637
Meridian Wealth Advisors
Texas
$5.95M +$103K +203 +2%
TAMH
638
Taikang Asset Management (HK)
Hong Kong
$5.91M -$2.6M -5,122 -31%
FCH
639
Freestone Capital Holdings
Washington
$5.9M +$54.9K +108 +0.9%
LPCM
640
Lynwood Price Capital Management
Texas
$5.89M -$356K -700 -6%
EAMA
641
EFG Asset Management (Americas)
Florida
$5.88M -$1.75M -3,442 -23%
MC
642
Mount Capital
United Kingdom
$5.87M – – –
AMI
643
Amica Mutual Insurance
Rhode Island
$5.87M – – –
PMWMG
644
Parr McKnight Wealth Management Group
Minnesota
$5.83M +$1.53M +3,011 +36%
AF
645
Alerus Financial
North Dakota
$5.82M -$1.08M -2,121 -16%
P
646
Pitcairn
Pennsylvania
$5.81M +$658K +1,295 +13%
NRS
647
Neville Rodie & Shaw
New York
$5.8M +$2.03K +4 +0%
DSC
648
Duncker Streett & Co
Missouri
$5.79M +$19.8K +39 +0.3%
BAM
649
Bell Asset Management
Australia
$5.79M -$124K -244 -2%
ZBNA
650
Zions Bancorporation, National Association
Utah
$5.79M +$5.79M +11,391 New
24 25
26
27 28