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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 %
OWA
1126
One Wealth Advisors
California
$960K +$228K +448 +31%
BA
1127
Bridgewater Advisors
New York
$960K +$960K +1,952 New
SW
1128
SlateStone Wealth
Florida
$955K -$172K -339 -15%
RCA
1129
Roberts Capital Advisors
Colorado
$952K – – –
SPC
1130
Spirepoint Private Client
Florida
$952K -$407K -801 -30%
RCM
1131
Radnor Capital Management
Pennsylvania
$949K +$25.4K +50 +3%
SMA
1132
Sage Mountain Advisors
Georgia
$945K +$40.1K +79 +4%
CWS
1133
Confluence Wealth Services
Pennsylvania
$943K +$14.1K +30 +2%
SMG
1134
Smart Money Group
Texas
$941K +$213K +419 +29%
BC
1135
Burney Company
Virginia
$939K -$8.64K -17 -0.9%
PP
1136
PDS Planning
Ohio
$937K +$75.2K +148 +9%
FAIM
1137
Financial Advocates Investment Management
Washington
$932K +$15.2K +30 +2%
BWP
1138
BSW Wealth Partners
Colorado
$931K +$210K +413 +29%
AWM
1139
Axxcess Wealth Management
California
$931K -$701K -1,380 -43%
CT
1140
Chicago Trust
Illinois
$926K +$33K +65 +4%
AFG
1141
Atomi Financial Group
New York
$926K +$105K +207 +13%
BB
1142
Bell Bank
North Dakota
$921K -$268K -528 -23%
TAM
1143
Trillium Asset Management
Massachusetts
$920K – – –
LIM
1144
Leavell Investment Management
Alabama
$920K +$5.59K +11 +0.6%
BHWM
1145
Bar Harbor Wealth Management
New Hampshire
$916K -$4.57K -9 -0.5%
ACM
1146
Allred Capital Management
Texas
$913K +$33.5K +66 +4%
OWA
1147
Opal Wealth Advisors
New York
$909K +$4.57K +9 +0.5%
MWP
1148
Meridian Wealth Partners
Pennsylvania
$909K -$22.9K -45 -2%
FWP
1149
Forefront Wealth Partners
Texas
$905K -$508 -1 -0.1%
ACM
1150
Advisors Capital Management
New Jersey
$904K +$94.5K +186 +12%
44 45
46
47 48