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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 %
ARMT
1426
Amica Retiree Medical Trust
Rhode Island
$443K -$106K -208 -19%
XF
1427
XML Financial
Maryland
$443K +$46.7K +92 +12%
SWA
1428
Stratos Wealth Advisors
Ohio
$440K -$15.3K -30 -3%
SL
1429
Summitry LLC
California
$440K +$4.07K +8 +0.9%
FWA
1430
FSM Wealth Advisors
Ohio
$439K +$439K +865 New
JIC
1431
Joel Isaacson & Co
New York
$438K +$19.8K +39 +5%
MGIA
1432
Matthew Goff Investment Advisor
Texas
$434K +$3.05K +6 +0.7%
CP
1433
Clarendon Private
Massachusetts
$434K +$93.5K +184 +27%
AC
1434
AlphaCore Capital
California
$434K +$434K +855 New
MCM
1435
Manchester Capital Management
Vermont
$433K +$61.5K +121 +17%
LCS
1436
Levin Capital Strategies
New York
$433K -$50.8K -100 -11%
TWM
1437
Topsail Wealth Management
North Carolina
$432K +$124K +245 +40%
NI
1438
Natural Investments
California
$432K +$4.57K +9 +1%
ACP
1439
Argyle Capital Partners
California
$432K -$20.3K -40 -4%
OL
1440
OneFund LLC
Florida
$431K – – –
DAS
1441
Diversify Advisory Services
Utah
$430K +$430K +874 New
TAM
1442
Taurus Asset Management
New York
$430K – – –
GEM
1443
Global Endowment Management
North Carolina
$429K -$615K -1,210 -59%
CAL
1444
Capital Advisors Ltd
Ohio
$428K +$1.52K +3 +0.4%
PCA
1445
Pallas Capital Advisors
Massachusetts
$426K +$426K +839 New
FA
1446
FDx Advisors
Illinois
$426K -$19.3K -38 -4%
HR
1447
Hardy Reed
Mississippi
$425K +$67.1K +132 +19%
LW
1448
Linscomb Wealth
Texas
$424K +$2.03K +4 +0.5%
CF
1449
Convergence Financial
Missouri
$424K -$4.07K -8 -1%
JSC
1450
Jackson Square Capital
California
$424K -$22.4K -44 -5%
56 57
58
59 60