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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 %
NMIMC
676
Northwestern Mutual Investment Management Company
Wisconsin
$5.09M -$31.5K -62 -0.6%
IBOK
677
Independence Bank of Kentucky
Kentucky
$5.08M -$2.54K -5 -0%
KM
678
KP Management
Minnesota
$5.08M – – –
AI
679
Atom Investors
Texas
$5.06M -$1.37M -2,691 -21%
TIM
680
Tikehau Investment Management
France
$5.02M -$193K -379 -4%
BIM
681
Baldwin Investment Management
Pennsylvania
$5M +$181K +357 +4%
PA
682
PFG Advisors
Arizona
$5M +$1.07M +2,100 +27%
RI
683
Redwood Investments
Massachusetts
$4.99M +$3.61M +7,096 +261%
RWM
684
Rockline Wealth Management
New York
$4.98M +$272K +536 +6%
NCM
685
Nelson Capital Management
California
$4.93M +$42.2K +83 +0.9%
ASN
686
Advisory Services Network
Georgia
$4.93M -$1.93M -3,799 -28%
NC
687
NovaPoint Capital
Georgia
$4.91M +$85.9K +169 +2%
FFA
688
First Foundation Advisors
California
$4.9M +$220K +433 +5%
TF
689
Threadgill Financial
Texas
$4.89M +$3.7M +7,287 +311%
CPC
690
Consolidated Planning Corp
Georgia
$4.89M +$1.03M +2,021 +27%
TMAM
691
Tokio Marine Asset Management
Japan
$4.89M +$239K +471 +5%
SAM
692
Sompo Asset Management
Japan
$4.85M -$1.17M -2,310 -19%
THCM
693
Taylor Hoffman Capital Management
Virginia
$4.85M +$32.7K +64 +0.7%
PCIA
694
Prime Capital Investment Advisors
Kansas
$4.79M +$1.33M +2,619 +38%
OAM
695
Ostrum Asset Management
France
$4.76M +$353K +695 +8%
SWP
696
Stratos Wealth Partners
Ohio
$4.74M +$46.7K +92 +1%
DR
697
Davis Rea
Ontario, Canada
$4.73M +$4.73M +9,303 New
BCM
698
Bretton Capital Management
California
$4.73M – – –
CCM
699
Coldstream Capital Management
Washington
$4.68M +$211K +415 +5%
RC
700
Roundview Capital
New Jersey
$4.63M +$916K +1,803 +25%
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