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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 %
SCP
1301
Stamos Capital Partners
California
$602K -$165K -325 -22%
WC
1302
Woodstock Corp
Massachusetts
$600K -$85.9K -169 -13%
NLGIA
1303
Nippon Life Global Investors Americas
New York
$600K -$386K -760 -39%
GXJ
1304
Global X Japan
Japan
$599K +$63K +124 +12%
RF
1305
Rossby Financial
Florida
$598K -$87.4K -182 -13%
PWM
1306
Paulson Wealth Management
Illinois
$595K – – –
AWCI
1307
Alpine Woods Capital Investors
New York
$594K -$853K -1,678 -59%
WA
1308
Wambolt & Associates
Colorado
$594K -$37.8K -74 -6%
SYBT
1309
Stock Yards Bank & Trust
Kentucky
$591K -$44.2K -87 -7%
CD
1310
Chapin Davis
Maryland
$591K +$361K +710 +157%
HFO
1311
Heritage Family Offices
Arizona
$585K +$20.3K +40 +4%
CIC
1312
Carnegie Investment Counsel
Ohio
$584K +$131K +289 +29%
CPIA
1313
Cornell Pochily Investment Advisors
New York
$580K +$33K +65 +6%
SWM
1314
SeaCrest Wealth Management
New York
$575K +$11.7K +23 +2%
ICP
1315
Interchange Capital Partners
Pennsylvania
$575K +$33.5K +66 +6%
WF
1316
Welch & Forbes
Massachusetts
$574K -$10.2K -20 -2%
OFS
1317
OneAscent Financial Services
Alabama
$572K +$319K +628 +126%
FA
1318
Fedenia Advisers
Wisconsin
$569K +$397K +782 +232%
HWMT
1319
Heritage Wealth Management (Texas)
Texas
$566K -$50.8K -100 -8%
RDWM
1320
Red Door Wealth Management
Tennessee
$563K +$70.6K +139 +14%
CAWM
1321
Capital A Wealth Management
Pennsylvania
$560K -$1.02K -2 -0.2%
DS
1322
DRW Securities
Illinois
$560K -$750K -1,477 -57%
LA
1323
Legacy Advisors
Pennsylvania
$555K +$138K +271 +33%
JFGIW
1324
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$555K +$113K +223 +26%
WCM
1325
Winthrop Capital Management
Indiana
$554K +$26.4K +52 +5%
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