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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 %
TW
926
Transform Wealth
Colorado
$1.88M +$4.07K +8 +0.2%
CP
927
CenterBook Partners
Connecticut
$1.86M -$87.4K -172 -4%
TAM
928
Trust Asset Management
Texas
$1.86M -$79.8K -157 -4%
QC
929
Quadrature Capital
United Kingdom
$1.83M -$10.6M -20,763 -85%
AI
930
AXS Investments
New York
$1.83M -$59.4K -117 -3%
PTP
931
Platform Technology Partners
New York
$1.82M +$41.7K +82 +2%
LFRG
932
Lazard Frères Gestion
France
$1.82M +$137K +270 +8%
BCM
933
Barden Capital Management
Texas
$1.8M +$20.3K +40 +1%
GM
934
GeoWealth Management
Illinois
$1.8M -$537K -1,057 -23%
PA
935
Procyon Advisors
Connecticut
$1.8M +$188K +370 +12%
PS
936
Principal Securities
Iowa
$1.8M – – –
HIA
937
Harbor Investment Advisory
Maryland
$1.78M +$728K +1,432 +69%
TAM
938
Tealwood Asset Management
Minnesota
$1.77M -$20.8K -41 -1%
MGP
939
M&G plc
United Kingdom
$1.77M -$62.5K -123 -3%
AWA
940
Arkadios Wealth Advisors
Georgia
$1.76M +$690K +1,357 +65%
AWA
941
Aaron Wealth Advisors
Illinois
$1.74M +$106K +209 +6%
RWB
942
RMR Wealth Builders
New Jersey
$1.74M +$188K +369 +12%
LA
943
LVW Advisors
New York
$1.74M +$119K +235 +7%
AG
944
Algert Global
California
$1.74M +$122K +240 +8%
RMDI
945
R.M. Davis Inc
Maine
$1.74M -$6.1K -12 -0.3%
DWT
946
Dorsey & Whitney Trust
South Dakota
$1.72M -$103K -202 -6%
CWMK
947
Caliber Wealth Management (Kansas)
Kansas
$1.72M +$1.72M +3,382 New
CGA
948
Channing Global Advisors
Florida
$1.72M +$5.08K +10 +0.3%
SF
949
Synovus Financial
Georgia
$1.71M -$3.44M -6,765 -67%
UAS
950
United Asset Strategies
New York
$1.7M +$72.7K +143 +4%
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38
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