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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 %
PIM
651
Provident Investment Management
Michigan
$5.79M +$371K +730 +7%
BCM
652
BTC Capital Management
Iowa
$5.78M +$78.8K +155 +1%
IP
653
Interval Partners
New York
$5.76M -$6.2M -12,207 -52%
SF
654
Summit Financial
New Jersey
$5.75M -$60.5K -119 -1%
IAA
655
Independent Advisor Alliance
North Carolina
$5.71M -$35.1K -69 -0.6%
NO
656
Ninety One
South Africa
$5.7M +$2.84M +5,638 +99%
CI
657
CX Institutional
Indiana
$5.69M +$4.77M +9,385 +519%
SI
658
Stephens Inc
Arkansas
$5.66M +$137K +269 +2%
TRCT
659
Tower Research Capital (TRC)
New York
$5.65M -$1.87M -3,679 -25%
AAM
660
Azzad Asset Management
Virginia
$5.63M -$46.2K -91 -0.8%
SB
661
SIG Brokerage
New York
$5.63M +$5.63M +11,080 New
AWS
662
Atria Wealth Solutions
New York
$5.56M -$290K -571 -5%
LTAS
663
Linden Thomas Advisory Services
North Carolina
$5.51M +$272K +536 +5%
KIA
664
Knollwood Investment Advisory
Maryland
$5.39M – – –
CM
665
Columbus Macro
Pennsylvania
$5.32M +$127K +249 +2%
EF
666
Empirical Finance
Pennsylvania
$5.31M +$78.2K +154 +1%
BWM
667
BNC Wealth Management
Oregon
$5.3M +$917K +1,804 +21%
Walleye Trading
668
Walleye Trading
New York
$5.3M -$3.73M -7,342 -41%
IMRF
669
Illinois Municipal Retirement Fund
Illinois
$5.27M – – –
GCM
670
Graham Capital Management
Connecticut
$5.27M -$9.05M -17,817 -63%
RIM
671
Reliant Investment Management
Tennessee
$5.27M -$47.3K -93 -0.9%
CIA
672
Concurrent Investment Advisors
Florida
$5.2M +$1.16M +2,291 +29%
BFG
673
Bleakley Financial Group
New Jersey
$5.18M +$1.61M +3,175 +45%
CCFCSB
674
Cape Cod Five Cents Savings Bank
Massachusetts
$5.13M – – –
AA
675
ALPS Advisors
Colorado
$5.1M +$259K +510 +5%
25 26
27
28 29