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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 %
CAMV
1476
Concord Asset Management (Virginia)
Virginia
$401K +$81.4K +173 +25%
NCFG
1477
New Century Financial Group
New Jersey
$400K -$1.52K -3 -0.4%
AMCA
1478
Arthur M. Cohen & Associates
Illinois
$400K – – –
SRC
1479
Shufro Rose & Co
New York
$396K – – –
CCA
1480
Cobblestone Capital Advisors
New York
$395K +$166K +326 +72%
GFG
1481
Goldstone Financial Group
Illinois
$394K +$109K +214 +38%
AO
1482
Advisor OS
Illinois
$394K +$4.57K +9 +1%
DO
1483
denkapparat Operations
Germany
$393K +$393K +774 New
CPRC
1484
Consolidated Portfolio Review Corp
New York
$393K – – –
BFO
1485
Biltmore Family Office
North Carolina
$390K -$17.8K -35 -4%
LI
1486
Lafayette Investments
Maryland
$390K +$50.3K +99 +15%
IIC
1487
Integrated Investment Consultants
Michigan
$387K +$10.7K +21 +3%
CAU
1488
Caxton Associates (UK)
$386K +$386K +760 New
FCM
1489
Fourpath Capital Management
Oklahoma
$385K -$7.11K -14 -2%
DT
1490
Diversified Trust
Tennessee
$384K -$179K -352 -32%
CAM
1491
Cidel Asset Management
Ontario, Canada
$383K – – –
CWM
1492
Cornerstone Wealth Management
Missouri
$383K -$76.7K -151 -17%
LP
1493
LB Partners
Virginia
$382K – – –
MWM
1494
Mattern Wealth Management
Kansas
$382K -$265K -522 -41%
CSB
1495
City State Bank
Iowa
$382K – – –
SG
1496
Somerset Group
Minnesota
$381K – – –
VCM
1497
Violich Capital Management
California
$381K – – –
PCM
1498
Permanent Capital Management
Illinois
$381K +$121K +238 +47%
SAM
1499
Strategy Asset Managers
California
$380K -$12.2K -24 -3%
FNWM
1500
Financial Network Wealth Management
Utah
$380K -$72K -142 -16%
58 59
60
61 62