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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 %
TFS
1051
Thoroughbred Financial Services
Tennessee
$1.23M +$211K +415 +21%
KIM
1052
Kestra Investment Management
Texas
$1.23M +$263K +518 +27%
SFP
1053
Shepherd Financial Partners
Massachusetts
$1.22M +$52.8K +104 +5%
1C
1054
111 Capital
France
$1.22M +$589K +1,160 +93%
BAM
1055
Bayview Asset Management
Florida
$1.22M +$1.22M +2,400 New
KAM
1056
Karani Asset Management
New York
$1.22M +$1.22M +2,398 New
BHPW
1057
Beverly Hills Private Wealth
California
$1.22M -$40.1K -79 -3%
TP
1058
Tranquility Partners
Tennessee
$1.2M +$4.57K +9 +0.4%
CC
1059
Centiva Capital
New York
$1.2M +$1.2M +2,363 New
DWP
1060
Daymark Wealth Partners
Ohio
$1.2M -$10.7K -21 -0.9%
SQA
1061
Simon Quick Advisors
New Jersey
$1.2M +$163K +321 +16%
SGA
1062
Strategic Global Advisors
California
$1.19M -$30.5K -60 -3%
FNC
1063
First National Corp
Massachusetts
$1.18M +$508 +1 +0%
RAM
1064
Ramirez Asset Management
New York
$1.17M – – –
BWP
1065
Barlow Wealth Partners
Kentucky
$1.16M – – –
RIA
1066
Regal Investment Advisors
Michigan
$1.16M -$1.05M -2,071 -47%
PWPS
1067
Pinnacle Wealth Planning Services
Ohio
$1.16M +$3.05K +6 +0.3%
CT
1068
Colonial Trust
South Carolina
$1.16M -$17.3K -34 -1%
IWA
1069
Icon Wealth Advisors
Texas
$1.15M +$14.7K +29 +1%
BTI
1070
Blue Trust Inc
Georgia
$1.15M +$89.9K +177 +8%
MOS
1071
MGO One Seven
Ohio
$1.14M -$5.59K -11 -0.5%
MI
1072
Motiv8 Investments
Florida
$1.14M -$5.08K -10 -0.4%
FG
1073
Foster Group
Iowa
$1.13M +$42.2K +83 +4%
HR
1074
Howe & Rusling
New York
$1.12M -$6.61K -13 -0.6%
EFG
1075
Everhart Financial Group
Ohio
$1.12M +$59.4K +117 +6%
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