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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 %
JIP
1526
Jaffetilchin Investment Partners
Florida
$358K +$35.6K +70 +11%
SB
1527
Simmons Bank
Arkansas
$357K – – –
WA
1528
Wealth Architects
California
$357K +$11.7K +23 +3%
TW
1529
Traveka Wealth
California
$357K -$24.9K -49 -7%
CFG
1530
Clayton Financial Group
Missouri
$356K -$41.2K -81 -10%
BCFD
1531
Boit C.F. David
$356K – – –
BGCP
1532
Bristol Gate Capital Partners
Ontario, Canada
$356K – – –
MCWA
1533
Meadow Creek Wealth Advisors
Georgia
$351K -$1.52K -3 -0.4%
WANY
1534
Wealthspire Advisors (New York)
New York
$350K -$40.7K -80 -10%
GDP
1535
Great Diamond Partners
Maine
$350K -$93.5K -184 -21%
C
1536
Covestor
United Kingdom
$347K +$16.3K +32 +5%
CMBA
1537
C.M. Bidwell & Associates
Hawaii
$346K -$9.15K -18 -3%
EA
1538
Eclectic Associates
California
$344K -$12.2K -24 -3%
ICP
1539
Impact Capital Partners
Colorado
$344K +$16.8K +33 +5%
IFU
1540
iSAM Funds (UK)
United Kingdom
$342K +$342K +673 New
VC
1541
Veracity Capital
Georgia
$342K -$1.02K -2 -0.3%
CPA
1542
Capital Planning Advisors
California
$341K +$1.02K +2 +0.3%
LFG
1543
Larson Financial Group
Missouri
$341K +$225K +442 +194%
SP
1544
Stablepoint Partners
Massachusetts
$338K – – –
CB
1545
Community Bank
New York
$338K -$145K -285 -30%
TA
1546
TrueWealth Advisors
Alabama
$338K +$338K +664 New
LOIM
1547
Liberty One Investment Management
Illinois
$337K +$26.9K +53 +9%
SEA
1548
Stegent Equity Advisors
Texas
$335K +$10.2K +20 +3%
BAM
1549
Byrne Asset Management
New Jersey
$332K -$5.98K -12 Closed
PCS
1550
Personal CFO Solutions
New Jersey
$332K -$10.2K -20 -3%
60 61
62
63 64