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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 %
OC
776
Oppenheimer & Co
New York
$3.32M +$460K +905 +16%
APWM
777
Argonautica Private Wealth Management
Massachusetts
$3.32M +$3.08M +6,060 +1,278%
STA
778
Summit Trail Advisors
New York
$3.3M +$732K +1,440 +29%
KNW
779
Kesler Norman & Wride
Utah
$3.29M +$377K +741 +13%
A
780
Argentarii
Ohio
$3.28M +$600K +1,180 +22%
PWAM
781
Papamarkou Wellner Asset Management
New York
$3.26M -$13.7K -27 -0.4%
BCM
782
Bayesian Capital Management
New York
$3.26M +$3.26M +6,412 New
SFI
783
Susquehanna Fundamental Investments
Pennsylvania
$3.25M +$3.25M +6,400 New
BPA
784
Beacon Pointe Advisors
California
$3.23M -$602K -1,185 -16%
MADR
785
Milestones Administradora de Recursos
Brazil
$3.23M +$1.12M +2,210 +53%
CIAS
786
CFS Investment Advisory Services
New Jersey
$3.22M -$79.3K -156 -2%
FFA
787
Fragasso Financial Advisors
Pennsylvania
$3.18M -$2.52M -4,968 -44%
CAC
788
Certified Advisory Corp
Florida
$3.17M -$37.6K -74 -1%
TSMHT
789
Thurston Springer Miller Herd & Titak
Indiana
$3.16M +$755K +1,485 +31%
SBFM
790
S-Bank Fund Management
Finland
$3.14M +$3.14M +6,184 New
WJWM
791
Williams Jones Wealth Management
New York
$3.13M +$4.57K +9 +0.1%
GH
792
GAM Holding
Switzerland
$3.13M +$546K +1,074 +21%
TCOV
793
Trust Company of Vermont
Vermont
$3.12M +$55.9K +110 +2%
MAM
794
Magellan Asset Management
Australia
$3.12M +$3.12M +6,133 New
AAP
795
Arax Advisory Partners
Colorado
$3.11M -$1.25M -2,468 -29%
VI
796
Vestcor Inc
New Brunswick, Canada
$3.11M +$21.9K +43 +0.7%
GWM
797
Geneos Wealth Management
Colorado
$3.08M +$2.14M +4,210 +227%
MAS
798
Meeder Advisory Services
Ohio
$3.06M +$323K +636 +12%
CSIC
799
Clifford Swan Investment Counsel
California
$3.05M +$1.52K +3 +0%
TYCC
800
Texas Yale Capital Corp
Florida
$3.04M +$20.8K +41 +0.7%
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