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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 %
CWM
826
Congress Wealth Management
Massachusetts
$2.73M +$2.73M +5,380 New
HA
827
Herold Advisors
New York
$2.73M -$10.2K -20 -0.4%
AIC
828
Argus Investors Counsel
New York
$2.72M +$1.52K +3 +0.1%
SWP
829
Sagespring Wealth Partners
Tennessee
$2.7M +$339K +668 +14%
IA
830
IFP Advisors
Florida
$2.69M -$43.2K -85 -2%
CF
831
Centaurus Financial
California
$2.68M +$14.2K +28 +0.5%
TNA
832
True North Advisors
Texas
$2.66M +$2.66M +5,240 New
CGIM
833
Capital Group Investment Management
Singapore
$2.65M -$1.5M -2,943 -36%
PP
834
Postrock Partners
Oregon
$2.64M – – –
CAM
835
Cypress Asset Management
Texas
$2.64M +$12.7K +25 +0.5%
RT
836
Rockland Trust
Massachusetts
$2.63M -$838K -1,650 -24%
VWM
837
Vivid Wealth Management
Iowa
$2.62M +$320K +630 +14%
HBT
838
Hills Bank & Trust
Iowa
$2.61M -$15.2K -30 -0.6%
RWP
839
Ridgecrest Wealth Partners
California
$2.61M – – –
Wolverine Trading
840
Wolverine Trading
Illinois
$2.6M +$2.38M +4,739 +1,084%
AIM
841
Aigen Investment Management
New York
$2.59M +$2.59M +5,097 New
TCM
842
Twin Capital Management
Pennsylvania
$2.59M -$1.27M -2,496 -33%
QI
843
Qtron Investments
Massachusetts
$2.57M +$623K +1,227 +32%
HAG
844
HighPoint Advisor Group
Illinois
$2.54M +$57K +116 +2%
VFM
845
Viking Fund Management
North Dakota
$2.54M – – –
GKIM
846
GW&K Investment Management
Massachusetts
$2.54M -$25.7M -50,597 -91%
WP
847
WealthShield Partners
North Carolina
$2.54M +$190K +374 +8%
DL
848
DOHJ LLC
Washington
$2.53M -$27.4K -54 -1%
PA
849
Pinnacle Associates
New York
$2.53M +$533K +1,048 +27%
RSWM
850
Robertson Stephens Wealth Management
California
$2.51M -$8.13K -16 -0.3%
32 33
34
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