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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 %
ECA
1151
Elevated Capital Advisors
Utah
$904K -$47.8K -94 -5%
Capstone Investment Advisors
1152
Capstone Investment Advisors
New York
$901K -$295K -580 -25%
HCM
1153
Howard Capital Management
Georgia
$901K -$129K -254 -13%
CW
1154
CreativeOne Wealth
Kansas
$900K +$150K +295 +20%
IIM
1155
Ironwood Investment Management
Massachusetts
$897K -$2.03K -4 -0.2%
WLG
1156
Williamson Legacy Group
Indiana
$894K +$75.2K +148 +9%
MCM
1157
Mendel Capital Management
Arkansas
$892K +$4.07K +8 +0.5%
ECM
1158
Eisler Capital Management
United Kingdom
$888K +$474K +932 +114%
AW
1159
Alteri Wealth
California
$885K +$45.2K +89 +5%
DTC
1160
Davidson Trust Company
Washington
$885K -$243K -479 -22%
UH
1161
Unigestion Holding
Switzerland
$883K +$883K +1,738 New
GAM
1162
Griffin Asset Management
New York
$876K – – –
DLA
1163
Douglas Lane & Associates
New York
$875K -$16.8K -33 -2%
IWA
1164
Invera Wealth Advisors
Oregon
$873K -$2.85M -5,618 -77%
FC
1165
Forte Capital
New York
$869K -$82.3K -162 -9%
WPC
1166
Waters Parkerson & Co
Louisiana
$868K – – –
SB
1167
Sunflower Bank
Texas
$864K -$3.56K -7 -0.4%
IDBONY
1168
Israel Discount Bank of New York
New York
$864K – – –
FCP
1169
Fidelis Capital Partners
Florida
$864K -$351K -732 -29%
FAM
1170
Fairtree Asset Management
South Africa
$862K +$466K +917 +118%
BMCM
1171
Bryn Mawr Capital Management
Pennsylvania
$861K -$1.02K -2 -0.1%
JF
1172
Jericho Financial
Ohio
$859K -$41.2K -81 -5%
AIM
1173
Arcadia Investment Management
Michigan
$854K – – –
RIA
1174
Realta Investment Advisors
Delaware
$853K +$116K +228 +16%
AWM
1175
Aprio Wealth Management
Georgia
$851K +$212K +417 +33%
45 46
47
48 49