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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 %
SFSG
1251
Sound Financial Strategies Group
Mississippi
$708K -$210K -414 -23%
EWA
1252
EverSource Wealth Advisors
Alabama
$708K +$134K +264 +23%
AWM
1253
Ameliora Wealth Management
Switzerland
$704K +$30.5K +60 +5%
TWM
1254
Trueblood Wealth Management
Ohio
$704K +$95.5K +188 +16%
NGA
1255
Naples Global Advisors
Florida
$698K – – –
OPWM
1256
Oakwell Private Wealth Management
Texas
$698K +$698K +1,373 New
TPI
1257
Trust Point Inc
Wisconsin
$696K -$48.8K -96 -7%
CJL
1258
Cyrus J. Lawrence
New York
$696K -$10.4M -20,412 -94%
FWCM
1259
Ferguson Wellman Capital Management
Oregon
$694K +$94K +185 +16%
BFA
1260
Buttonwood Financial Advisors
Maryland
$688K -$6.6K -13 -1%
LAM
1261
L2 Asset Management
Massachusetts
$687K +$61.5K +121 +10%
KCM
1262
Kathmere Capital Management
Pennsylvania
$681K +$54.9K +108 +9%
BBP
1263
Banco BTG Pactual
Brazil
$681K -$430K -846 -39%
CFP
1264
Catalyst Financial Partners
Massachusetts
$681K +$34K +67 +5%
MFA
1265
Mayflower Financial Advisors
Massachusetts
$680K +$17.8K +35 +3%
TAM
1266
Townsend Asset Management
North Carolina
$679K -$6.1K -12 -0.9%
LFA
1267
Legacy Financial Advisors
Kentucky
$677K +$9.66K +19 +1%
ST
1268
Smithfield Trust
Pennsylvania
$676K -$80.9K -158 -11%
GS
1269
GTS Securities
New York
$668K -$225K -443 -25%
AWA
1270
Arete Wealth Advisors
Illinois
$668K +$402K +792 +151%
PFG
1271
Prosperity Financial Group
California
$667K +$12.2K +24 +2%
KCM
1272
Kendall Capital Management
Maryland
$665K -$17.8K -35 -3%
JSW
1273
Journey Strategic Wealth
New Jersey
$661K +$3.56K +7 +0.5%
OWP
1274
ORG Wealth Partners
Texas
$661K +$141K +276 +27%
RCWM
1275
Royal Capital Wealth Management
Indiana
$661K – – –
49 50
51
52 53