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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 %
CH
1376
Cromwell Holdings
Wyoming
$501K – – –
FI
1377
Fosun International
China
$500K – – –
MWM
1378
Modera Wealth Management
New Jersey
$500K -$85.9K -169 -15%
HL
1379
HeadInvest LLC
Maine
$499K -$7.62K -15 -2%
PWMG
1380
Prestige Wealth Management Group
New Jersey
$498K +$11.2K +22 +2%
NP
1381
Nilsine Partners
Colorado
$497K -$32K -63 -6%
WAM
1382
Wakefield Asset Management
Colorado
$494K +$494K +973 New
HIIFS
1383
Harel Insurance Investments & Financial Services
Israel
$494K +$208K +410 +73%
WMWM
1384
Whitaker-Myers Wealth Managers
Ohio
$494K +$494K +972 New
EFG
1385
Elm3 Financial Group
Georgia
$494K -$29.5K -58 -6%
GC
1386
Gilbert & Cook
Iowa
$491K +$508 +1 +0.1%
SCP
1387
Sivia Capital Partners
California
$489K +$20.8K +41 +4%
WHCI
1388
W.H. Cornerstone Investments
Massachusetts
$489K -$521K -1,025 -52%
4WM
1389
44 Wealth Management
Oregon
$488K +$185K +364 +61%
CFM
1390
Catalyst Funds Management
Australia
$488K -$122K -240 -20%
FFA
1391
Founders Financial Alliance
North Carolina
$488K +$111K +218 +29%
CWA
1392
Cornerstone Wealth Advisors
Minnesota
$487K +$2.03K +4 +0.4%
FIB
1393
First Interstate Bank
Montana
$484K -$11.7K -23 -2%
VCM
1394
Virtue Capital Management
Tennessee
$483K +$69.6K +137 +17%
SEIA
1395
Signature Estate & Investment Advisors
California
$480K +$480K +945 New
RFS
1396
Richardson Financial Services
Massachusetts
$480K -$12.2K -24 -2%
PIA
1397
Pinion Investment Advisors
Kansas
$480K +$508 +1 +0.1%
DAC
1398
Dividend Assets Capital
South Carolina
$480K -$88.4K -174 -16%
WMA
1399
West Michigan Advisors
Michigan
$479K -$18.3K -36 -4%
PTC
1400
Petrus Trust Company
Texas
$479K +$479K +942 New
54 55
56
57 58