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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 %
IEFM
851
IQ EQ Fund Management
Ireland
$2.51M +$76.2K +150 +3%
HIP
852
Harrell Investment Partners
Texas
$2.51M -$331K -651 -12%
LWCFA
853
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.5M -$32.4K -69 -1%
OM
854
OV Management
Minnesota
$2.47M +$254K +500 +11%
WC
855
Waterloo Capital
Texas
$2.46M +$566K +1,114 +30%
CFCI
856
Comprehensive Financial Consultants Institutional
Indiana
$2.45M +$43.2K +85 +2%
JWM
857
JPL Wealth Management
Colorado
$2.44M +$5.08K +10 +0.2%
PI
858
Pettee Investors
Connecticut
$2.44M -$1.05M -2,068 -30%
CCG
859
Cypress Capital Group
Florida
$2.44M -$31K -61 -1%
MG
860
Mather Group
Illinois
$2.43M -$1.52K -3 -0.1%
CWM
861
Chemistry Wealth Management
New York
$2.42M – – –
SIA
862
SkyView Investment Advisors
New Jersey
$2.42M +$95.5K +188 +4%
MIH
863
Meitav Investment House
Israel
$2.41M -$17.1K -34 -0.7%
EBT
864
Enterprise Bank & Trust
Massachusetts
$2.4M -$14.7K -29 -0.6%
TE
865
Tema ETFs
New York
$2.37M +$1.4M +2,755 +144%
CWP
866
Cyndeo Wealth Partners
Florida
$2.35M -$718K -1,414 -23%
IWC
867
Integrated Wealth Concepts
Massachusetts
$2.34M +$140K +275 +6%
MIA
868
MMBG Investment Advisors
Florida
$2.32M – – –
CWM
869
Cordatus Wealth Management
Pennsylvania
$2.31M -$37.6K -74 -2%
CCG
870
Chatham Capital Group
Georgia
$2.31M +$75.7K +149 +3%
MWM
871
Mission Wealth Management
California
$2.31M +$97K +191 +4%
EW
872
Evoke Wealth
California
$2.31M +$85.4K +168 +4%
WA
873
Waverly Advisors
Alabama
$2.31M +$138K +272 +6%
BOSSRA
874
B.O.S.S. Retirement Advisors
Utah
$2.31M -$161K -317 -7%
WWM
875
Western Wealth Management
Colorado
$2.31M +$235K +463 +11%
33 34
35
36 37