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 %
HFM
1601
Harvest Fund Management
China
$297K +$286K +564 +2,686%
IWP
1602
Invenio Wealth Partners
Florida
$297K +$5.08K +10 +2%
ANTB
1603
AMG National Trust Bank
Colorado
$296K -$27.4K -54 -8%
IP
1604
Isthmus Partners
Wisconsin
$296K – – –
GAA
1605
Global Assets Advisory
Florida
$295K +$295K +618 New
NFC
1606
Northeast Financial Consultants
Connecticut
$294K – – –
CMS
1607
Capital Market Strategies
Florida
$293K -$17.8K -35 -6%
SW
1608
StrongBox Wealth
Missouri
$292K – – –
GVAG
1609
Great Valley Advisor Group
Delaware
$291K -$40.7K -80 -12%
RA
1610
RFG Advisory
Alabama
$291K -$16.3K -32 -5%
AP
1611
Adero Partners
California
$290K -$2.54K -5 -0.9%
CWA
1612
Canvas Wealth Advisors
Kansas
$290K +$290K +622 New
MIP
1613
Marietta Investment Partners
Wisconsin
$290K +$23.4K +46 +9%
JMFC
1614
J.M. Forbes & Co
Massachusetts
$289K – – –
MHC
1615
May Hill Capital
Massachusetts
$288K -$4.57K -9 -2%
PPC
1616
Park Place Capital
Alabama
$288K -$386K -760 -57%
AWM
1617
Angeles Wealth Management
California
$287K +$6.61K +13 +2%
VA
1618
Valmark Advisers
Ohio
$286K -$40.1K -79 -12%
APW
1619
Austin Private Wealth
Texas
$285K +$6.1K +12 +2%
GC
1620
Grimes & Company
Massachusetts
$285K +$13.2K +26 +5%
SIA
1621
Soltis Investment Advisors
Utah
$282K +$7.12K +14 +3%
WLIM
1622
White Lighthouse Investment Management
Massachusetts
$282K – – –
CRI
1623
Colonial River Investments
Virginia
$281K +$281K +554 New
CFG
1624
Carr Financial Group
Massachusetts
$281K -$96.5K -190 -26%
OPCM
1625
Osborne Partners Capital Management
California
$281K -$87.4K -172 -24%
63 64
65
66 67