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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 %
CCA
976
Checchi Capital Advisers
California
$1.57M +$24.9K +49 +2%
AIA
977
AIMZ Investment Advisors
California
$1.55M -$12.7K -25 -0.8%
CNBT
978
Canandaigua National Bank & Trust
New York
$1.55M -$10.2K -20 -0.7%
SS
979
SBI Securities
Japan
$1.54M -$135K -266 -8%
CB
980
Cadence Bank
Mississippi
$1.54M -$14.2K -28 -0.9%
WF
981
WoodTrust Financial
Wisconsin
$1.54M -$5.08K -10 -0.3%
NFG
982
Nations Financial Group
Iowa
$1.53M -$458K -901 -23%
AT
983
American Trust
Kentucky
$1.53M +$204K +401 +15%
CFG
984
Citizens Financial Group
Rhode Island
$1.53M +$111K +219 +8%
EI
985
Ellevest Inc
New York
$1.52M -$25.4K -50 -2%
SFA
986
Souders Financial Advisors
Ohio
$1.52M -$132K -259 -8%
FFM
987
Forum Financial Management
Illinois
$1.51M -$3.05K -6 -0.2%
APGDR
988
Absoluto Partners Gestao de Recursos
Brazil
$1.51M -$592K -1,165 -28%
GAG
989
GM Advisory Group
New York
$1.51M +$25.4K +50 +2%
NPA
990
Nichols & Pratt Advisers
Massachusetts
$1.5M -$211K -416 -12%
ECM
991
Evergreen Capital Management
Washington
$1.49M +$60K +118 +4%
SIA
992
Schechter Investment Advisors
Michigan
$1.49M -$392K -772 -21%
EFM
993
E Fund Management
China
$1.48M +$553K +1,088 +60%
TCOO
994
Trust Company of Oklahoma
Oklahoma
$1.47M +$25.4K +50 +2%
JCM
995
Jacobi Capital Management
Pennsylvania
$1.47M +$11.2K +22 +0.8%
GCM
996
Geneva Capital Management
Wisconsin
$1.47M -$25.9K -51 -2%
FDCP
997
Foster Dykema Cabot & Partners
Massachusetts
$1.45M +$10.2K +20 +0.7%
MCM
998
Moore Capital Management
New York
$1.45M +$1.45M +2,851 New
SRA
999
Secured Retirement Advisors
Minnesota
$1.44M +$1.44M +2,838 New
RIM
1000
Redwood Investment Management
Arizona
$1.44M +$1.44M +2,836 New
38 39
40
41 42