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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 %
NFSG
1176
Newbridge Financial Services Group
Florida
$851K -$23.9K -47 -3%
1M
1177
1248 Management
Missouri
$851K +$851K +1,674 New
EFL
1178
ERn Financial LLC
Wisconsin
$849K -$48.3K -95 -5%
CIP
1179
Convergence Investment Partners
Florida
$847K +$571K +1,124 +207%
CPW
1180
Crestmont Private Wealth
Texas
$836K +$94K +185 +13%
IC
1181
Iconiq Capital
California
$836K +$112K +221 +16%
KWA
1182
Kingswood Wealth Advisors
California
$836K -$232K -457 -22%
JCM
1183
Jacobsen Capital Management
Utah
$835K +$9.65K +19 +1%
AA
1184
Alta Advisers
United Kingdom
$832K +$305K +600 +58%
HW
1185
Hancock Whitney
Mississippi
$830K +$38.1K +75 +5%
SL
1186
SFM LLC
New Hampshire
$830K +$169K +332 +26%
FW
1187
FullCircle Wealth
Texas
$829K +$6.23K +13 +0.8%
SLG
1188
Stanley-Laman Group
Pennsylvania
$829K +$539K +1,061 +186%
FFO
1189
Fiduciary Family Office
Florida
$827K +$827K +1,628 New
CPIG
1190
Chicago Partners Investment Group
Illinois
$825K +$99.1K +196 +14%
MP
1191
Mangrove Partners
Connecticut
$824K – – –
SPC
1192
Sigma Planning Corp
Michigan
$821K +$95.5K +188 +13%
KP
1193
Keel Point
Alabama
$820K +$51.3K +101 +7%
LCM
1194
Landscape Capital Management
New Jersey
$818K -$35.6K -70 -4%
BIC
1195
Beach Investment Counsel
Pennsylvania
$813K – – –
IFWM
1196
Institute for Wealth Management
Colorado
$813K +$2.54K +5 +0.3%
MLA
1197
My Legacy Advisors
Oregon
$805K +$27.9K +55 +4%
CP
1198
Covenant Partners
Tennessee
$803K -$14.7K -29 -2%
IIC
1199
Ironwood Investment Counsel
Arizona
$802K +$12.7K +25 +2%
FAM
1200
Formidable Asset Management
Ohio
$801K – – –
46 47
48
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