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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 %
PJSIMP
1101
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.04M -$13.2K -26 -1%
BFA
1102
Beaumont Financial Advisors
Massachusetts
$1.04M +$10.7K +21 +1%
EWM
1103
EPG Wealth Management
Georgia
$1.03M +$99.6K +196 +11%
ITFISA
1104
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$1.02M +$254K +500 +33%
PMA
1105
Prudent Man Advisors
Illinois
$1.01M +$24.9K +49 +3%
CI
1106
Conning Inc
Connecticut
$1.01M -$351K -690 -26%
CA
1107
Claro Advisors
Massachusetts
$1.01M +$155K +306 +18%
IWM
1108
IHT Wealth Management
Illinois
$1.01M -$58.4K -115 -5%
FFS
1109
Founders Financial Securities
Maryland
$999K +$117K +245 +13%
DCM
1110
Dimension Capital Management
Florida
$999K +$8.64K +17 +0.9%
RA
1111
RiverPark Advisors
New York
$996K +$287K +565 +41%
OWA
1112
Outlook Wealth Advisors
Texas
$993K – – –
GFP
1113
Gryphon Financial Partners
Ohio
$992K +$96K +189 +11%
PPWP
1114
Premier Path Wealth Partners
New Jersey
$990K +$50.3K +99 +5%
SI
1115
Seeds Investor
New York
$988K +$24.4K +48 +3%
VFA
1116
Values First Advisors
Tennessee
$986K -$90.3K -178 -8%
AF
1117
Allworth Financial
California
$983K +$44.3K +92 +5%
SC
1118
Skylands Capital
Wisconsin
$983K -$15.2K -30 -2%
CBA
1119
Coastal Bridge Advisors
Connecticut
$981K +$981K +1,931 New
FPAS
1120
Focus Partners Advisor Solutions
Missouri
$977K +$520K +1,023 +114%
MW
1121
Marcum Wealth
Ohio
$973K +$7.11K +14 +0.7%
GCA
1122
Greenwood Capital Associates
South Carolina
$971K – – –
GWAM
1123
Guardian Wealth Advisors (Minnesota)
Minnesota
$968K +$39.1K +77 +4%
TW
1124
TritonPoint Wealth
Maryland
$965K +$59.5K +117 +7%
WTB
1125
Washington Trust Bank
Washington
$964K +$8.64K +17 +0.9%
43 44
45
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