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S&P Global

2,075 hedge funds and large institutions have $136B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 819 increasing their positions, 765 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 122

27% more call options, than puts

Call options by funds: $787M | Put options by funds: $622M

4% more funds holding in top 10

Funds holding in top 10: 7073 (+3)

2% more funds holding

Funds holding: 2,0382,075 (+37)

7% more repeat investments, than reductions

Existing positions increased: 819 | Existing positions reduced: 765

1% more capital invested

Capital invested by funds: $134B → $136B (+$1.45B)

1.55% less ownership

Funds ownership: 86.86%85.3% (-1.6%)

Holders
2,075
Holders Change
+37
Holders Change %
+1.82%
% of All Funds
27.83%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
0.98%
New
188
Increased
819
Reduced
765
Closed
122
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
51
CIBC Private Wealth Group
Georgia
$405M -$4.56M -8,930 -1%
Baillie Gifford & Co
52
Baillie Gifford & Co
United Kingdom
$405M -$29.1M -56,921 -7%
Temasek Holdings
53
Temasek Holdings
Singapore
$400M +$49.6M +96,991 +14%
BI
54
BlueSpruce Investments
Illinois
$396M +$214M +419,353 +117%
Bank Julius Baer & Co
55
Bank Julius Baer & Co
Switzerland
$390M +$23.7M +46,352 +6%
AllianceBernstein
56
AllianceBernstein
Tennessee
$389M +$107M +210,373 +38%
Dimensional Fund Advisors
57
Dimensional Fund Advisors
Texas
$386M -$1.19M -2,332 -0.3%
American Century Companies
58
American Century Companies
Missouri
$385M -$18.6M -36,421 -5%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$383M -$24.6M -48,239 -6%
Capital World Investors
60
Capital World Investors
California
$382M -$57.9M -113,371 -13%
Fiera Capital (Canada)
61
Fiera Capital (Canada)
Quebec, Canada
$375M -$51.7M -101,143 -12%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$373M -$18.5M -36,228 -5%
Flossbach Von Storch
63
Flossbach Von Storch
Germany
$368M -$242K -473 -0.1%
Nordea Investment Management
64
Nordea Investment Management
Sweden
$356M +$26.8M +52,516 +8%
Artisan Partners
65
Artisan Partners
Wisconsin
$354M +$1.29M +2,531 +0.4%
Robeco Institutional Asset Management
66
Robeco Institutional Asset Management
Netherlands
$347M -$18.7M -36,651 -5%
CWG
67
C WorldWide Group
Denmark
$347M -$6.89M -13,479 -2%
Loomis, Sayles & Company
68
Loomis, Sayles & Company
Massachusetts
$344M -$121M -236,088 -26%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$342M -$4.49M -8,793 -1%
National Pension Service
70
National Pension Service
South Korea
$334M +$15.9M +31,172 +5%
Allianz Asset Management
71
Allianz Asset Management
Germany
$329M -$20.8M -40,708 -6%
Corient Private Wealth
72
Corient Private Wealth
Florida
$327M +$3.56M +6,967 +1%
PAM
73
PineStone Asset Management
Quebec, Canada
$317M +$105M +204,584 +49%
California Public Employees Retirement System
74
California Public Employees Retirement System
California
$313M -$28.4M -55,593 -8%
Canada Life
75
Canada Life
Manitoba, Canada
$313M -$20.6M -40,241 -6%

SPGI Hedge Fund Activity: Q1 2025 in Review

2,075 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2025, worth a combined $136B — up 1.1% from $134B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new SPGI positions and 122 closed out — a net gain of 66 holders — while 819 added to existing stakes and 765 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $832M. The largest seller was Capital International Investors, cutting an estimated $1.53B.

  • 2,075 institutional investors held S&P Global (SPGI) as of Q1 2025, up from 2,038 in Q4 2024.
  • Funds reported $136B of S&P Global stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 188 funds opened new S&P Global positions in Q1 2025 and 122 closed out, a net change of +66 holders.
  • The largest S&P Global buyer in Q1 2025 was Morgan Stanley, an estimated $832M added.
  • The largest S&P Global seller in Q1 2025 was Capital International Investors, an estimated $1.53B sold.

Based on aggregated 13F filings for Q1 2025.