SPGI icon

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 %
BOM
1276
Bank of Marin
California
$660K – – –
SSW
1277
Smith Shellnut Wilson
Mississippi
$647K +$16.8K +33 +3%
GIM
1278
Generali Investments Management
Slovenia
$646K +$30K +59 +5%
CWM
1279
Circle Wealth Management
New Jersey
$645K +$5.08K +10 +0.8%
WB
1280
WesBanco Bank
West Virginia
$644K +$4.57K +9 +0.7%
LFAS
1281
Level Four Advisory Services
Texas
$643K -$65.5K -129 -9%
PCP
1282
Proficio Capital Partners
Massachusetts
$643K +$11.2K +22 +2%
WI
1283
WBI Investments
New Jersey
$642K -$1.2M -2,360 -65%
HT
1284
Heritage Trust
Oklahoma
$636K – – –
JF
1285
Joule Financial
Kentucky
$626K – – –
WHG
1286
Westwood Holdings Group
Texas
$624K -$1.27M -2,509 -67%
CC
1287
Callan Capital
California
$624K +$61.5K +121 +11%
VCA
1288
Verdence Capital Advisors
Maryland
$623K -$72.7K -143 -10%
CCB
1289
Country Club Bank
Missouri
$622K – – –
IIA
1290
ICW Investment Advisors
Arizona
$622K +$7.12K +14 +1%
HA
1291
Harfst & Associates
Wyoming
$618K +$618K +1,217 New
SCA
1292
Stokes Capital Advisors
South Carolina
$615K +$615K +1,210 New
NHC
1293
Nicholas Hoffman & Company
Georgia
$612K -$34K -67 -5%
SIAG
1294
Signet Investment Advisory Group
Rhode Island
$610K -$36.1K -71 -6%
MGIA
1295
Moneta Group Investment Advisors
Missouri
$609K +$13.2K +26 +2%
BCM
1296
Bourgeon Capital Management
Connecticut
$609K -$272K -535 -31%
UCB
1297
United Community Bank
South Carolina
$609K +$21.8K +43 +4%
MC
1298
Maverick Capital
Texas
$609K +$325K +639 +114%
PFBT
1299
Parkside Financial Bank & Trust
Missouri
$605K +$79.3K +156 +15%
PWP
1300
Principle Wealth Partners
Connecticut
$604K -$24.9K -49 -4%
50 51
52
53 54