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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 %
NS
1026
NBC Securities
Alabama
$1.32M +$1.32M +2,593 +129,650%
CSP
1027
Cary Street Partners
Virginia
$1.32M -$331K -651 -20%
HBT
1028
Heartland Bank & Trust
Illinois
$1.31M +$1.31M +2,583 New
PWM
1029
Palumbo Wealth Management
New York
$1.31M +$100K +197 +8%
SW
1030
SVB Wealth
Massachusetts
$1.31M -$1.02M -2,013 -44%
AF
1031
Advisornet Financial
Minnesota
$1.31M +$18.8K +37 +1%
BAAM
1032
Baker Avenue Asset Management
California
$1.3M +$81.3K +160 +7%
MFGM
1033
Marshall Financial Group (Maryland)
Maryland
$1.29M -$21.3K -42 -2%
LC
1034
Lindbrook Capital
California
$1.28M +$180K +354 +16%
CSPIA
1035
Cary Street Partners Investment Advisory
Virginia
$1.28M +$329K +648 +35%
VWM
1036
Venturi Wealth Management
Texas
$1.28M +$45.7K +90 +4%
LGA
1037
Lebenthal Global Advisors
New York
$1.27M -$66.6K -131 -5%
AC
1038
Avestar Capital
New York
$1.27M +$100K +197 +9%
OIS
1039
Okabena Investment Services
Minnesota
$1.27M -$1.23M -2,425 -49%
SFG
1040
SevenBridge Financial Group
Pennsylvania
$1.27M +$1.27M +2,443 New
CAG
1041
Csenge Advisory Group
Florida
$1.26M -$166K -358 -12%
CAMG
1042
CWA Asset Management Group
Florida
$1.26M +$240K +473 +23%
SW
1043
SteelPeak Wealth
California
$1.26M +$13.7K +27 +1%
MMA
1044
Mizuho Markets Americas
New York
$1.26M -$1.52M -2,983 -55%
CAM
1045
Carret Asset Management
New York
$1.25M +$102K +201 +9%
WP
1046
Westmount Partners
California
$1.25M +$30.5K +60 +2%
AWP
1047
Accretive Wealth Partners
New Jersey
$1.24M +$93.3K +186 +8%
CFFP
1048
Center for Financial Planning
Michigan
$1.24M -$508 -1 -0%
BWP
1049
Burling Wealth Partners
Illinois
$1.24M -$41.7K -82 -3%
CAM
1050
Congress Asset Management
Massachusetts
$1.23M -$26.9K -53 -2%
40 41
42
43 44