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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 %
RWA
1001
River Wealth Advisors
Pennsylvania
$1.43M -$85.9K -169 -6%
BC
1002
Bowman & Company
Wisconsin
$1.43M +$108K +211 +8%
SAG
1003
SageView Advisory Group
California
$1.43M -$205K -404 -13%
TPW
1004
Transatlantique Private Wealth
New York
$1.43M +$39.1K +77 +3%
GAG
1005
Goodman Advisory Group
Massachusetts
$1.41M +$1.41M +2,781 New
ISL
1006
Ingalls & Snyder LLC
New York
$1.41M +$33.5K +66 +2%
SCM
1007
Stevens Capital Management
Pennsylvania
$1.4M -$471K -926 -25%
MSFS
1008
Main Street Financial Solutions
Pennsylvania
$1.39M +$337K +663 +32%
BIA
1009
Benchmark Investment Advisors
Illinois
$1.39M +$1.09M +2,145 +363%
VIA
1010
Virtus Investment Advisers
Connecticut
$1.39M +$1.11M +2,179 +396%
KWM
1011
Keebeck Wealth Management
Illinois
$1.38M -$22.9K -45 -2%
SG
1012
StoneX Group
New York
$1.38M +$125K +245 +10%
LS
1013
Livforsakringsbolaget Skandia
Sweden
$1.38M – – –
TWM
1014
Thrive Wealth Management
Pennsylvania
$1.37M -$116K -229 -8%
IIM
1015
Intact Investment Management
Quebec, Canada
$1.37M – – –
MS
1016
Maven Securities
Jersey
$1.37M +$1.13M +2,219 +464%
LIG
1017
Lokken Investment Group
Delaware
$1.37M +$73.2K +144 +6%
FIA
1018
Foundations Investment Advisors
Arizona
$1.37M +$13.7K +27 +1%
GIA
1019
Gladstone Institutional Advisory
Florida
$1.36M +$327K +644 +32%
SFCL
1020
Strengthening Families & Communities LLC
Massachusetts
$1.36M +$44.4K +89 +3%
CHC
1021
City Holding Co
West Virginia
$1.36M +$149K +294 +12%
RIL
1022
Rothschild Investment LLC
Illinois
$1.35M +$16.3K +32 +1%
FLPIM
1023
F.L. Putnam Investment Management
Massachusetts
$1.32M +$14.2K +28 +1%
ECM
1024
Exchange Capital Management
Michigan
$1.32M -$19.3K -38 -1%
VFA
1025
Voya Financial Advisors
Connecticut
$1.32M -$185K -369 -12%
39 40
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