SPGI icon

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 %
LFS
751
Legacy Financial Strategies
Kansas
$3.69M -$29K -57 -0.8%
BA
752
Bellwether Advisors
Nebraska
$3.69M +$3.68M +7,247 +72,470%
TAP
753
Tounjian Advisory Partners
Florida
$3.67M +$3.67M +7,216 New
AC
754
AMS Capital
Brazil
$3.66M -$5.67M -11,168 -61%
HI
755
Horizon Investments
North Carolina
$3.65M +$200K +394 +6%
TFA
756
Teamwork Financial Advisors
Texas
$3.64M -$33K -65 -0.9%
WIM
757
Weitz Investment Management
Nebraska
$3.63M -$20.3M -40,000 -85%
RA
758
Rockingstone Advisors
Massachusetts
$3.63M +$203K +399 +6%
SIM
759
Sterling Investment Management
Arizona
$3.6M +$866K +1,705 +32%
CS
760
Cannell & Spears
New York
$3.57M -$285K -560 -7%
TPA
761
Trivium Point Advisory
Connecticut
$3.57M -$58.4K -115 -2%
WM
762
Whitford Management
New York
$3.56M -$8.53M -16,791 -71%
SFA
763
Sequoia Financial Advisors
Ohio
$3.56M +$583K +1,148 +20%
FWM
764
Fortress Wealth Management
California
$3.52M -$5.08K -10 -0.1%
TAM
765
Tocqueville Asset Management
New York
$3.51M -$68.6K -135 -2%
SAM
766
Silvercrest Asset Management
New York
$3.51M +$56.9K +112 +2%
QCG
767
Quadrant Capital Group
Ohio
$3.49M +$1.8M +3,535 +106%
AI
768
Aperture Investors
New York
$3.47M +$4.07K +8 +0.1%
WHAM
769
Windmill Hill Asset Management
United Kingdom
$3.46M – – –
VSQM
770
V-Square Quantitative Management
Illinois
$3.43M +$166K +327 +5%
CIM
771
Chapman Investment Management
California
$3.4M +$3.4M +6,687 New
MWM
772
Meridian Wealth Management
Kentucky
$3.39M -$17.8K -35 -0.5%
LJAC
773
L.J. Altfest & Co
New York
$3.36M -$54.4K -107 -2%
AUB
774
Atlantic Union Bankshares
Virginia
$3.35M -$67.6K -133 -2%
WSC
775
Wellington Shields & Co
New York
$3.35M -$203K -400 -6%
29 30
31
32 33