SPGI icon

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 %
G
1501
Gainplan
Michigan
$379K -$6.1K -12 -2%
MCCA
1502
Mill Creek Capital Advisors
Pennsylvania
$377K -$4.07K -8 -1%
PWS
1503
Peterson Wealth Services
Utah
$376K +$1.52K +3 +0.4%
JWCA
1504
J.W. Cole Advisors
Florida
$375K +$147K +289 +64%
SVWAG
1505
Sound View Wealth Advisors Group
Georgia
$374K +$117K +230 +46%
MA
1506
MJP Associates
Connecticut
$373K +$16.8K +33 +5%
DE
1507
Diversified Enterprises
Delaware
$372K +$372K +733 New
ACH
1508
ArrowMark Colorado Holdings
Colorado
$371K – – –
G
1509
GenTrust
Florida
$370K +$19.8K +39 +6%
OF
1510
Optimize Financial
California
$369K +$37.1K +73 +11%
QC
1511
Quantessence Capital
New York
$368K -$1.7M -3,343 -82%
MWM
1512
MGB Wealth Management
Texas
$366K +$112K +220 +44%
WAP
1513
Wealthcare Advisory Partners
Pennsylvania
$366K +$7.62K +15 +2%
BMO
1514
Beck Mack & Oliver
New York
$364K -$38.1K -75 -9%
AC
1515
Attessa Capital
Arizona
$364K -$20.8K -41 -5%
SIC
1516
Samalin Investment Counsel
New York
$364K -$29K -57 -7%
AAA
1517
AG Asset Advisory
California
$363K – – –
BOS
1518
Bank of Stockton
California
$362K -$17.8K -35 -5%
PTC
1519
Philadelphia Trust Company
Pennsylvania
$361K – – –
AWP
1520
Ascent Wealth Partners
New York
$361K +$48.8K +96 +16%
NB
1521
Northwest Bancshares
Pennsylvania
$360K – – –
SWM
1522
Sculati Wealth Management
Michigan
$360K – – –
LCM
1523
LVM Capital Management
Michigan
$359K – – –
AWM
1524
Ariadne Wealth Management
California
$358K +$73.6K +145 +26%
ACA
1525
Anchor Capital Advisors
Massachusetts
$358K -$7.62K -15 -2%
59 60
61
62 63