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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 %
EM
901
Excalibur Management
Massachusetts
$2.07M – – –
WSFS
902
Wilmington Savings Fund Society
Delaware
$2.07M -$1.2M -2,353 -37%
PCM
903
Parsons Capital Management
Rhode Island
$2.07M -$13.2K -26 -0.6%
ACM
904
Ashford Capital Management
Delaware
$2.06M -$149K -294 -7%
BS
905
Banco Santander
Spain
$2.04M -$221K -435 -10%
NW
906
NewEdge Wealth
Pennsylvania
$2.04M +$7.11K +14 +0.4%
MA
907
Montag & Associates
Georgia
$2.03M -$74.7K -147 -4%
FHA
908
Flagship Harbor Advisors
Massachusetts
$2.03M +$27.4K +54 +1%
MAM
909
Madison Asset Management
Wisconsin
$2.03M +$5.59K +11 +0.3%
FBT
910
First Bank & Trust
South Dakota
$2.01M -$30K -59 -1%
CIC
911
Chilton Investment Company
Connecticut
$2M +$355K +699 +22%
PI
912
PFG Investments
New York
$1.99M -$60.5K -119 -3%
SG Americas Securities
913
SG Americas Securities
New York
$1.99M -$2.85M -5,600 -59%
PTC
914
Private Trust Company
Ohio
$1.98M +$74.7K +147 +4%
WP
915
WealthPLAN Partners
Nebraska
$1.97M +$37.1K +73 +2%
SWM
916
Silverlake Wealth Management
Vermont
$1.95M +$1.02K +2 +0.1%
VA
917
VestGen Advisors
Illinois
$1.94M +$1.94M +3,819 New
GIA
918
Guyasuta Investment Advisors
Pennsylvania
$1.94M -$7.11K -14 -0.4%
HPIA
919
Hamilton Point Investment Advisors
North Carolina
$1.93M – – –
BWM
920
BKM Wealth Management
Wisconsin
$1.91M +$256K +504 +15%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
921
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.91M -$87.3M -171,845 -98%
WBC
922
Westpac Banking Corp
Australia
$1.89M -$420K -826 -18%
OWP
923
Obermeyer Wealth Partners
Colorado
$1.88M +$20.3K +40 +1%
CAM
924
Cozad Asset Management
Illinois
$1.88M -$107K -210 -5%
MC
925
Machina Capital
France
$1.88M -$247K -486 -12%
35 36
37
38 39