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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 %
TWP
1576
Tyche Wealth Partners
Texas
$314K -$956K -1,881 -75%
MPM
1577
MBB Public Markets
Illinois
$313K +$313K +617 New
CCG
1578
Catalina Capital Group
California
$313K -$464K -913 -60%
BFG
1579
Bouchey Financial Group
New York
$312K +$12.2K +24 +4%
RRCM
1580
Rappaport Reiches Capital Management
Illinois
$312K +$91.5K +180 +41%
SHGA
1581
Sand Hill Global Advisors
California
$311K -$36.1K -71 -10%
OC
1582
Oarsman Capital
Wisconsin
$311K -$20.3K -40 -6%
EGWAG
1583
Elwood & Goetz Wealth Advisory Group
Georgia
$311K – – –
NRC
1584
New Republic Capital
North Carolina
$310K +$22.9K +45 +8%
GAM
1585
Gould Asset Management
California
$309K – – –
QL
1586
Quarry LP
New York
$307K +$307K +604 New
MMCM
1587
Murphy & Mullick Capital Management
New York
$306K – – –
TFM
1588
TFC Financial Management
Massachusetts
$306K -$25.4K -50 -8%
PP
1589
Patten & Patten
Tennessee
$305K +$20.3K +40 +7%
SMC
1590
Smith, Moore & Co
Missouri
$304K +$17.8K +35 +6%
PWP
1591
Phillips Wealth Planners
Mississippi
$304K +$21.9K +47 +8%
CMP
1592
Courage Miller Partners
Virginia
$302K – – –
SIC
1593
Salem Investment Counselors
North Carolina
$301K +$18.3K +36 +6%
GA
1594
Goldstein Advisors
Wisconsin
$300K -$25.4K -50 -8%
KTC
1595
Kentucky Trust Company
Kentucky
$300K -$68.6K -135 -19%
PL
1596
Plancorp LLC
Missouri
$300K -$22.9K -45 -7%
SCM
1597
Sunbeam Capital Management
Georgia
$300K +$508 +1 +0.2%
RBC
1598
Romano Brothers & Co
Illinois
$299K -$9.15K -18 -3%
BWS
1599
Broadway Wealth Solutions
Texas
$299K -$12.7K -25 -4%
WCM
1600
Wedge Capital Management
North Carolina
$298K +$27.9K +55 +10%
62 63
64
65 66