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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 %
NWAG
1626
Net Worth Advisory Group
Utah
$281K -$11.2K -22 -4%
WF
1627
Wayfinding Financial
Washington
$280K -$26.4K -52 -9%
VEA
1628
Virtus ETF Advisers
New York
$279K -$921K -1,812 -77%
IWN
1629
Independent Wealth Network
Iowa
$279K -$2.54K -5 -0.9%
GKFF
1630
George Kaiser Family Foundation
Oklahoma
$279K +$279K +549 New
PGCM
1631
Prescott Group Capital Management
Oklahoma
$279K +$279K +549 New
FA
1632
Financial Alternatives
California
$278K -$50.8K -100 -15%
WI
1633
WrapManager Inc
California
$278K -$5.08K -10 -2%
PSP
1634
Principal Street Partners
Tennessee
$278K -$11.2K -22 -4%
AA
1635
Armis Advisers
Georgia
$278K +$278K +555 New
PB
1636
Pinnacle Bancorp
Nebraska
$275K +$23.9K +47 +9%
EL
1637
EWA LLC
Pennsylvania
$275K +$24.9K +49 +10%
MIM
1638
Meridiem Investment Management
United Kingdom
$274K – – –
OAM
1639
Occidental Asset Management
California
$274K +$274K +540 New
ACA
1640
Affinity Capital Advisors
California
$273K – – –
CWG
1641
Cornerstone Wealth Group
North Carolina
$271K -$99K -195 -27%
EW
1642
Elyxium Wealth
California
$270K +$270K +532 New
PCMC
1643
Paragon Capital Management (Colorado)
Colorado
$270K +$270K +532 New
SIM
1644
Stratos Investment Management
Ohio
$270K +$45.3K +89 +20%
SLA
1645
Silver Lake Advisory
Utah
$270K +$508 +1 +0.2%
CPBTD
1646
Central Pacific Bank - Trust Division
Hawaii
$270K -$945K -1,860 -78%
RCG
1647
Ruane, Cunniff & Goldfarb
New York
$270K – – –
CFP
1648
Cascade Financial Partners
California
$269K -$26.9K -53 -9%
CCA
1649
Catalyst Capital Advisors
New York
$268K -$101K -199 -27%
PWM
1650
Partners Wealth Management
California
$268K -$508 -1 -0.2%
64 65
66
67 68