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S&P Global

2,075 hedge funds and large institutions have $136B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 819 increasing their positions, 765 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 122

27% more call options, than puts

Call options by funds: $787M | Put options by funds: $622M

4% more funds holding in top 10

Funds holding in top 10: 7073 (+3)

2% more funds holding

Funds holding: 2,0382,075 (+37)

7% more repeat investments, than reductions

Existing positions increased: 819 | Existing positions reduced: 765

1% more capital invested

Capital invested by funds: $134B → $136B (+$1.45B)

1.55% less ownership

Funds ownership: 86.86%85.3% (-1.6%)

Holders
2,075
Holders Change
+37
Holders Change %
+1.82%
% of All Funds
27.83%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
0.98%
New
188
Increased
819
Reduced
765
Closed
122
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
101
Aberdeen Group
United Kingdom
$212M -$31.7M -62,064 -13%
BMSSC
102
B. Metzler seel. Sohn & Co
Germany
$211M -$7.48M -14,631 -3%
Macquarie Group
103
Macquarie Group
Australia
$208M +$7.55M +14,771 +4%
ProShare Advisors
104
ProShare Advisors
Maryland
$208M -$22.6M -44,295 -10%
Credit Agricole
105
Credit Agricole
France
$203M +$40.6M +79,426 +25%
SEI Investments
106
SEI Investments
Pennsylvania
$203M +$15.2M +29,661 +8%
HTC
107
Haverford Trust Company
Pennsylvania
$192M -$3.47M -6,793 -2%
Ensign Peak Advisors
108
Ensign Peak Advisors
Utah
$183M -$1.74M -3,403 -0.9%
ACP
109
Atalan Capital Partners
New York
$183M
Lord, Abbett & Co
110
Lord, Abbett & Co
New Jersey
$183M -$23K -45 -0%
BCF
111
BLS Capital Fondsmaeglerselskab
Denmark
$182M -$43M -84,130 -19%
Principal Financial Group
112
Principal Financial Group
Iowa
$181M -$2.55M -4,985 -1%
Aviva
113
Aviva
United Kingdom
$179M +$14.6M +28,477 +9%
Citadel Advisors
114
Citadel Advisors
Florida
$179M +$2.51M +4,922 +1%
Qube Research & Technologies (QRT)
115
Qube Research & Technologies (QRT)
United Kingdom
$178M +$163M +319,557 +1,035%
KBC Group
116
KBC Group
Belgium
$178M -$9.6M -18,796 -5%
Caisse de Depot et Placement du Quebec (CDPQ)
117
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$176M +$12.9M +25,249 +8%
Janus Henderson Group
118
Janus Henderson Group
United Kingdom
$172M -$1.09M -2,139 -0.6%
OAC
119
OMERS Administration Corp
Ontario, Canada
$172M -$788K -1,543 -0.5%
CG
120
Carmignac Gestion
France
$171M -$76.1M -148,949 -31%
TG
121
TCW Group
California
$165M -$2.16M -4,224 -1%
SFFS
122
Stonehage Fleming Financial Services
Jersey
$164M -$46.7M -91,416 -22%
FAM
123
Fred Alger Management
New York
$163M -$41.8M -81,729 -20%
DDC
124
DF Dent & Co
Maryland
$160M -$18.8M -36,799 -10%
CIM
125
CCLA Investment Management
United Kingdom
$158M +$579K +1,134 +0.4%

SPGI Hedge Fund Activity: Q1 2025 in Review

2,075 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2025, worth a combined $136B — up 1.1% from $134B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new SPGI positions and 122 closed out — a net gain of 66 holders — while 819 added to existing stakes and 765 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $832M. The largest seller was Capital International Investors, cutting an estimated $1.53B.

  • 2,075 institutional investors held S&P Global (SPGI) as of Q1 2025, up from 2,038 in Q4 2024.
  • Funds reported $136B of S&P Global stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 188 funds opened new S&P Global positions in Q1 2025 and 122 closed out, a net change of +66 holders.
  • The largest S&P Global buyer in Q1 2025 was Morgan Stanley, an estimated $832M added.
  • The largest S&P Global seller in Q1 2025 was Capital International Investors, an estimated $1.53B sold.

Based on aggregated 13F filings for Q1 2025.