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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 %
FNBOMD
726
First National Bank of Mount Dora
Florida
$4.17M -$2.41M -4,751 -37%
PAG
727
Private Advisor Group
New Jersey
$4.11M -$13.2K -26 -0.3%
PWP
728
Private Wealth Partners
California
$4.05M -$289K -568 -7%
SCM
729
Shelton Capital Management
Colorado
$4.05M -$16.3K -32 -0.4%
UB
730
UMB Bank
Missouri
$4.05M +$69.1K +136 +2%
Impax Asset Management Group
731
Impax Asset Management Group
United Kingdom
$4.02M +$1.02K +2 +0%
PMAM
732
Picton Mahoney Asset Management
Ontario, Canada
$4M +$4M +7,863 New
GCM
733
Greenland Capital Management
New York
$3.99M +$3.99M +7,853 New
SGI
734
Summit Global Investments
Utah
$3.91M +$3.34M +6,575 +590%
BP
735
Ballentine Partners
Massachusetts
$3.89M +$484K +952 +14%
CTC
736
Central Trust Company
Missouri
$3.88M -$4.57K -9 -0.1%
BFA
737
Brendel Financial Advisors
New Hampshire
$3.87M +$25.9K +51 +0.7%
OIA
738
OneDigital Investment Advisors
Kansas
$3.86M -$750K -1,476 -16%
PIM
739
Plato Investment Management
Australia
$3.83M +$37K +72 +1%
VPI
740
Value Partners Investments
Manitoba, Canada
$3.82M +$3.82M +7,500 New
MSK
741
Melissa S. Kampmann
$3.81M +$72.7K +143 +2%
ECM
742
Everence Capital Management
Indiana
$3.81M +$76.2K +150 +2%
SC
743
Settian Capital
New York
$3.77M – – –
MCB
744
Morton Community Bank
Illinois
$3.76M +$33K +65 +0.9%
S
745
SignatureFD
Georgia
$3.74M +$125K +246 +3%
SCM
746
Sandler Capital Management
New York
$3.73M +$3.38M +6,649 +950%
FDS
747
Freedom Day Solutions
Texas
$3.73M -$147K -290 -4%
SC
748
Scotia Capital
Ontario, Canada
$3.71M -$202K -397 -5%
BFW
749
Brady Family Wealth
Missouri
$3.7M +$31K +61 +0.8%
USAA
750
United Services Automobile Association
Texas
$3.69M +$3.69M +7,347 New
28 29
30
31 32