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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 %
AWMT
951
AAFMAA Wealth Management & Trust
North Carolina
$1.68M -$211K -415 -11%
EH
952
Equitable Holdings
New York
$1.68M +$265K +522 +19%
CGL
953
Clarius Group LLC
Washington
$1.68M +$442K +869 +36%
BIG
954
Brooklyn Investment Group
New York
$1.68M +$381K +751 +29%
EWM
955
Evercore Wealth Management
New York
$1.67M -$165K -325 -9%
WA
956
Wealth Alliance
New York
$1.66M -$24.4K -48 -1%
AAIM
957
Asset Advisors Investment Management
Georgia
$1.66M +$1.66M +3,266 New
MHC
958
Meyer Handelman Company
New York
$1.65M -$191K -375 -10%
HFA
959
Harbert Fund Advisors
Alabama
$1.65M – – –
FPCP
960
Fort Point Capital Partners
California
$1.65M -$68.6K -135 -4%
PCM
961
Penserra Capital Management
California
$1.65M +$494K +974 +43%
BJL
962
Brighton Jones LLC
Washington
$1.65M +$31.5K +62 +2%
HSA
963
HBK Sorce Advisory
Pennsylvania
$1.64M -$21.3K -42 -1%
ONB
964
Old National Bancorp
Indiana
$1.64M +$26.4K +52 +2%
QPBE
965
Quintet Private Bank (Europe)
Luxembourg
$1.63M +$89.4K +176 +6%
CA
966
Commerzbank Aktiengesellschaft
Germany
$1.62M +$164K +322 +11%
SC
967
Syon Capital
California
$1.6M +$227K +447 +17%
BTW
968
Boston Trust Walden
Massachusetts
$1.6M -$3.56K -7 -0.2%
CC
969
Citrine Capital
California
$1.6M – – –
NWMG
970
Nicholson Wealth Management Group
South Carolina
$1.6M +$102K +201 +7%
CI
971
Cigna Investments
Connecticut
$1.6M -$30.5K -60 -2%
MYIA
972
Mount Yale Investment Advisors
Colorado
$1.6M -$202K -398 -11%
TNB
973
Thomasville National Bank
Georgia
$1.59M +$8.64K +17 +0.5%
RMCM
974
Reynders McVeigh Capital Management
Massachusetts
$1.58M -$159K -313 -9%
CIC
975
Cornercap Investment Counsel
Georgia
$1.57M -$20.3K -40 -1%
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