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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 %
SDAM
1326
Shulman DeMeo Asset Management
New York
$554K +$508 +1 +0.1%
FA
1327
Fiduciary Alliance
South Carolina
$551K +$151K +298 +38%
ECM
1328
Elgethun Capital Management
South Dakota
$550K – – –
BBWP
1329
Beacon Bridge Wealth Partners
Pennsylvania
$548K -$160K -314 -23%
WFI
1330
West Family Investments
California
$547K +$42.2K +83 +8%
CHP
1331
Cable Hill Partners
Oregon
$545K +$11.5K +23 +2%
ALA
1332
Atlas Legacy Advisors
California
$545K +$2.03K +4 +0.4%
TCM
1333
Teza Capital Management
Illinois
$544K +$544K +1,071 New
1W
1334
1776 Wealth
Georgia
$544K -$6.1K -12 -1%
MCI
1335
MRP Capital Investments
Georgia
$540K -$300K -590 -36%
QC
1336
Quent Capital
New York
$540K -$5.08K -10 -0.9%
BFAG
1337
Blackston Financial Advisory Group
Florida
$538K +$69.7K +137 +15%
KLCM
1338
KG&L Capital Management
Louisiana
$538K +$121K +238 +29%
AWM
1339
Accel Wealth Management
Iowa
$537K +$3.56K +7 +0.7%
WAG
1340
Wallace Advisory Group
California
$537K -$8.47K -17 -2%
TFP
1341
Tilia Fiduciary Partners
North Carolina
$536K -$51.3K -101 -9%
PWMAG
1342
Pinnacle Wealth Management Advisory Group
New Jersey
$536K +$13.2K +26 +3%
PFW
1343
Petros Family Wealth
Minnesota
$534K +$58.9K +116 +12%
PFG
1344
PAX Financial Group
Texas
$533K -$139K -273 -21%
3IP
1345
3Chopt Investment Partners
Virginia
$532K +$532K +1,048 New
BWP
1346
Balboa Wealth Partners
Arizona
$530K -$114K -225 -18%
IAS
1347
Insigneo Advisory Services
Florida
$530K +$209K +411 +65%
PPWM
1348
Paragon Private Wealth Management
Kentucky
$526K +$163K +321 +45%
PWAM
1349
Private Wealth Asset Management
Iowa
$523K +$523K +1,030 New
RWM
1350
Revisor Wealth Management
Ohio
$523K +$216K +425 +70%
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