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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 %
FFA
876
Farther Finance Advisors
California
$2.3M +$110K +216 +5%
KJHP
877
K.J. Harrison & Partners
Ontario, Canada
$2.3M – – –
EMCIP
878
Ewing Morris & Co Investment Partners
Ontario, Canada
$2.29M -$146K -200 -6%
NP
879
NorthRock Partners
Minnesota
$2.28M – – –
VFA
880
Valeo Financial Advisors
Indiana
$2.27M +$14.7K +29 +0.7%
WCM
881
Whitener Capital Management
North Carolina
$2.26M – – –
PWS
882
Peloton Wealth Strategists
Indiana
$2.24M +$64.5K +127 +3%
PA
883
Profund Advisors
Maryland
$2.23M -$137K -270 -6%
GLR
884
Great Lakes Retirement
Ohio
$2.23M -$17.8K -35 -0.8%
FTWA
885
Fifth Third Wealth Advisors
Ohio
$2.23M +$95.5K +188 +4%
WPC
886
Wedmont Private Capital
Pennsylvania
$2.21M +$111K +239 +5%
AIM
887
Anchor Investment Management
South Carolina
$2.21M -$120K -237 -5%
LAIC
888
Lederer & Associates Investment Counsel
California
$2.2M +$76.2K +150 +4%
PWM
889
Perigon Wealth Management
California
$2.19M -$96.5K -190 -4%
RB
890
Rodgers Brothers
Pennsylvania
$2.19M -$127K -250 -5%
DCM
891
Decatur Capital Management
Georgia
$2.18M +$7.11K +14 +0.3%
EWM
892
Empirical Wealth Management
Washington
$2.18M +$516K +1,015 +31%
BOH
893
Bank of Hawaii
Hawaii
$2.15M -$1.03M -2,033 -32%
VAS
894
Vestmark Advisory Solutions
Massachusetts
$2.15M +$1.26M +2,487 +143%
ICM
895
IMS Capital Management
Oregon
$2.14M -$25.4K -50 -1%
GI
896
GAMMA Investing
California
$2.14M +$360K +708 +20%
AW
897
Alaethes Wealth
Nevada
$2.13M +$64K +126 +3%
SAM
898
Smartleaf Asset Management
Massachusetts
$2.09M +$249K +496 +14%
BAM
899
Belpointe Asset Management
Nevada
$2.09M +$24.4K +48 +1%
QWM
900
Quadcap Wealth Management
Texas
$2.08M -$40.6K -80 -2%
34 35
36
37 38