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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 %
MIM
1201
Moseley Investment Management
Florida
$799K – – –
MA
1202
Mutual Advisors
Nebraska
$796K +$81.1K +169 +11%
HPM
1203
Hoxton Planning & Management
West Virginia
$796K +$10.2K +20 +1%
LWAM
1204
Legacy Wealth Asset Management
Minnesota
$790K -$23.4K -46 -3%
SC
1205
Sepio Capital
Utah
$789K – – –
CA
1206
Continuum Advisory
Idaho
$787K -$14.2K -28 -2%
ST
1207
Spinnaker Trust
Maine
$781K – – –
EP
1208
Edgestream Partners
New Jersey
$780K -$98.1K -193 -11%
PA
1209
Prossimo Advisors
California
$775K +$508 +1 +0.1%
TPCW
1210
TD Private Client Wealth
New York
$774K -$43.7K -86 -5%
FCM
1211
Fieldview Capital Management
Michigan
$773K +$773K +1,521 New
YIH
1212
Y-Intercept (HK)
Hong Kong
$771K +$771K +1,518 New
FNBT
1213
FineMark National Bank & Trust
Florida
$770K -$16.3K -32 -2%
CG
1214
Cynosure Group
Utah
$769K +$46.7K +92 +6%
ST
1215
Sageworth Trust
Pennsylvania
$764K +$2.03K +4 +0.3%
CA
1216
CoreCap Advisors
Michigan
$763K +$209K +411 +38%
BOTPPF
1217
Board of the Pension Protection Fund
United Kingdom
$762K +$661K +1,300 +650%
FMLI
1218
Fukoku Mutual Life Insurance
Japan
$761K – – –
CCA
1219
Conestoga Capital Advisors
Pennsylvania
$760K +$10.2K +20 +1%
QWP
1220
Quotient Wealth Partners
Texas
$759K +$32K +63 +4%
NRW
1221
Nova R Wealth
Kansas
$758K – – –
HBS
1222
Howard Bailey Securities
Indiana
$758K -$56.9K -112 -7%
FCM
1223
Fortis Capital Management
Washington
$755K -$6.61K -13 -0.9%
USCWA
1224
U.S. Capital Wealth Advisors
Texas
$754K +$345K +680 +85%
LCWP
1225
Legacy Capital Wealth Partners
Arkansas
$753K -$110K -217 -13%
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