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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 %
KRSITF
701
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.63M +$4.63M +9,104 New
SFI
702
Siemens Fonds Invest
Germany
$4.63M +$63K +124 +1%
WFG
703
Wills Financial Group
Virginia
$4.62M -$5.08K -10 -0.1%
CCG
704
Cloverfields Capital Group
Minnesota
$4.6M -$366K -720 -7%
AssetMark Inc
705
AssetMark Inc
California
$4.59M +$3.76M +7,400 +455%
AC
706
Allstate Corporation
Illinois
$4.58M -$238K -469 -5%
AG
707
Ascent Group
Virginia
$4.58M +$21.8K +43 +0.5%
VA
708
Vident Advisory
Georgia
$4.53M +$1.01M +1,981 +29%
BI
709
Berkeley Inc
Idaho
$4.52M +$4.52M +8,896 New
SI
710
Sava Infond
Slovenia
$4.5M – – –
BG
711
BDF Gestion
France
$4.46M – – –
FFM
712
Fisher Funds Management
New Zealand
$4.4M – – –
TBA
713
Tower Bridge Advisors
Pennsylvania
$4.38M -$79.3K -156 -2%
LF
714
Longbow Finance
Switzerland
$4.36M -$936K -1,843 -18%
VanEck Associates
715
VanEck Associates
New York
$4.32M +$248K +489 +6%
TIG
716
Tribune Investment Group
New York
$4.32M -$8.38M -16,500 -66%
EPIMS
717
Evelyn Partners Investment Management Services
$4.28M +$4.28M +8,066 New
RWM
718
Ritholtz Wealth Management
New York
$4.25M +$347K +682 +9%
CCM
719
Corsair Capital Management
New York
$4.24M -$5.4M -10,636 -56%
PFS
720
Prospera Financial Services
Texas
$4.24M +$707K +1,391 +20%
SC
721
Scholtz & Company
Connecticut
$4.21M +$21.8K +43 +0.5%
DI
722
Diligent Investors
California
$4.19M -$12.7K -25 -0.3%
WIM
723
WealthPlan Investment Management
Nebraska
$4.19M -$356K -700 -8%
JG
724
Jain Global
New York
$4.18M +$4.18M +8,225 New
FWTB
725
First Western Trust Bank
Colorado
$4.17M -$385K -758 -8%
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