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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 %
GL
1076
Graypoint LLC
New York
$1.12M +$70.1K +138 +7%
CBUSF
1077
Construction & Building Unions Superannuation Fund
Australia
$1.12M -$35.5M -69,952 -97%
NAM
1078
NorthCrest Asset Manangement
Minnesota
$1.12M +$102K +201 +10%
MP
1079
McDonald Partners
Ohio
$1.12M +$50.9K +99 +5%
AG
1080
AlTi Global
New York
$1.12M +$17.8K +35 +2%
GA
1081
GSG Advisors
New Jersey
$1.11M +$18K +38 +2%
CL
1082
CVFG LLC
Indiana
$1.11M -$40.1K -79 -3%
MPW
1083
Monterey Private Wealth
California
$1.1M +$2.03K +4 +0.2%
Members Trust
1084
Members Trust
Florida
$1.1M +$508 +1 +0%
MC
1085
Moors & Cabot
Massachusetts
$1.1M -$78.7K -155 -7%
LC
1086
Lincoln Capital
Nebraska
$1.1M +$8.86K +19 +0.8%
PDL
1087
Portfolio Design Labs
California
$1.1M -$1.37M -2,706 -56%
WS
1088
Wedbush Securities
California
$1.09M -$90.4K -178 -8%
GJWM
1089
Gilliland Jeter Wealth Management
Arkansas
$1.09M -$141K -278 -11%
VIG
1090
Vienna Insurance Group
Poland
$1.09M -$139K -274 -11%
FA
1091
Faithward Advisors
Pennsylvania
$1.09M -$81.8K -161 -7%
GSEP
1092
Golden State Equity Partners
California
$1.08M -$91.5K -180 -8%
BWM
1093
Baron Wealth Management
Michigan
$1.08M +$44.7K +88 +4%
PK
1094
Pflug Koory
Nebraska
$1.07M -$5.08K -10 -0.5%
SP
1095
Stonebrook Private
Michigan
$1.07M +$15.2K +30 +1%
SEEDPG
1096
S.E.E.D. Planning Group
New York
$1.06M +$589K +1,159 +126%
RCAG
1097
Rehmann Capital Advisory Group
Michigan
$1.06M +$1.02K +2 +0.1%
KHCM
1098
Kirtland Hills Capital Management
Ohio
$1.05M +$45.8K +99 +5%
TI
1099
Trexquant Investment
Connecticut
$1.04M +$1.04M +2,053 New
MCA
1100
Magnolia Capital Advisors
Mississippi
$1.04M +$54.4K +107 +6%
42 43
44
45 46