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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 %
IAIM
1401
International Assets Investment Management
Florida
$478K +$21.8K +43 +5%
SB
1402
Strategic Blueprint
Georgia
$476K +$28.5K +56 +6%
MPM
1403
Meritage Portfolio Management
Kansas
$476K -$26.9K -53 -5%
TA
1404
TFB Advisors
Kansas
$475K -$15.8K -31 -3%
PWG
1405
Portside Wealth Group
Utah
$473K +$34.6K +68 +8%
FG
1406
Fiduciary Group
Georgia
$472K – – –
TF
1407
Tenon Financial
New Jersey
$472K – – –
SFS
1408
Sowell Financial Services
Arkansas
$470K +$470K +925 New
RZH
1409
Relyea Zuckerberg Hanson
Connecticut
$469K -$380K -747 -45%
NC
1410
Napatree Capital
Rhode Island
$468K +$114K +224 +32%
AFT
1411
Alpha Family Trust
California
$467K – – –
NAG
1412
Northstar Advisory Group
New Jersey
$466K +$466K +918 New
ACIM
1413
Azimuth Capital Investment Management
Michigan
$465K +$20.3K +40 +5%
IAN
1414
Integrated Advisors Network
Texas
$464K -$47.8K -94 -9%
LA
1415
LM Advisors
California
$463K +$3.05K +6 +0.7%
DFCM
1416
Dark Forest Capital Management
Puerto Rico
$462K +$462K +909 New
CA
1417
Centerpoint Advisors
Massachusetts
$460K -$23.4K -46 -5%
IC
1418
Inscription Capital
Texas
$459K +$459K +1,079 New
OL
1419
Optas LLC
Texas
$459K -$401K -789 -47%
MSS
1420
Mitchell Sinkler & Starr
Pennsylvania
$456K – – –
DCM
1421
Dudley Capital Management
Virginia
$455K -$15.2K -30 -3%
EA
1422
Emerald Advisers
Pennsylvania
$454K -$24.4K -48 -5%
HCMG
1423
Howard Capital Management Group
California
$449K -$14.2K -28 -3%
HFRG
1424
Houlihan Financial Resource Group
Virginia
$447K – – –
AIA
1425
Accelerate Investment Advisors
California
$446K +$53.3K +105 +14%
55 56
57
58 59