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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 %
C
1226
Certuity
Florida
$752K +$69.1K +136 +10%
AIA
1227
AssuredPartners Investment Advisors
Florida
$751K -$15.2K -30 -2%
RSC
1228
Red Spruce Capital
Pennsylvania
$745K -$61K -120 -8%
FMWA
1229
Forvis Mazars Wealth Advisors
Missouri
$744K -$3.56K -7 -0.5%
ACI
1230
Alpha Cubed Investments
California
$743K -$1.02K -2 -0.1%
CBT
1231
CoreFirst Bank & Trust
Kansas
$739K – – –
MFIM
1232
Mesirow Financial Investment Management
Illinois
$738K +$74.2K +146 +11%
BC
1233
Bridgefront Capital
Texas
$736K +$736K +1,449 New
FAFN
1234
First Affirmative Financial Network
Colorado
$735K +$3.05K +6 +0.4%
HH
1235
HWG Holdings
Texas
$730K -$22.9K -45 -3%
LWP
1236
LeClair Wealth Partners
Ohio
$730K -$109K -214 -13%
OFS
1237
Orrstown Financial Services
Pennsylvania
$727K +$62K +122 +9%
OHWP
1238
Oak Harbor Wealth Partners
North Carolina
$726K -$49.3K -97 -6%
LHC
1239
Little House Capital
Massachusetts
$724K +$129K +254 +22%
NHT
1240
New Hampshire Trust
New Hampshire
$723K -$13.2K -26 -2%
SIG
1241
Stonegate Investment Group
Alabama
$722K -$25.4K -50 -3%
MME
1242
Meag Munich Ergo
Germany
$722K +$441K +867 +157%
NA
1243
Navellier & Associates
Nevada
$721K – – –
RWPA
1244
Richard W. Paul & Associates
Michigan
$719K +$17.8K +35 +3%
JWCA
1245
J.W. Coons Advisors
Ohio
$717K – – –
SIM
1246
Sentry Investment Management
Wisconsin
$715K -$213K -487 -23%
RAM
1247
Readystate Asset Management
Illinois
$714K +$330K +649 +86%
TS
1248
Triglav Skladi
Slovenia
$711K -$290K -570 -29%
EHC
1249
Everett Harris & Co
California
$710K – – –
WPW
1250
Waldron Private Wealth
Pennsylvania
$709K -$296K -582 -29%
48 49
50
51 52