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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 %
MA
1651
Mezzasalma Advisors
New Jersey
$268K – – –
HI
1652
Hendershot Investments
Virginia
$268K +$24.9K +49 +10%
PCP
1653
Perbak Capital Partners
United Kingdom
$267K +$267K +526 New
MWM
1654
Modern Wealth Management
Kansas
$267K +$267K +525 New
CIA
1655
Capital Investment Advisors
Georgia
$266K +$60.4K +119 +29%
DBIA
1656
Dumont & Blake Investment Advisors
New Jersey
$266K -$21.3K -42 -7%
BFA
1657
Bragg Financial Advisors
North Carolina
$265K +$8.13K +16 +3%
TCOT
1658
Trust Company of Toledo
Ohio
$265K – – –
FOA
1659
Five Oceans Advisors
California
$264K +$1.52K +3 +0.6%
FP
1660
Financial Perspectives
Minnesota
$264K -$6.78K -13 -3%
AFW
1661
Avantra Family Wealth
Pennsylvania
$264K -$64.5K -127 -20%
DIM
1662
Delta Investment Management
California
$263K +$14.7K +29 +6%
PJWM
1663
Philip James Wealth Mangement
Georgia
$263K +$263K +517 New
EFSCE
1664
Enterprise Financial Services Corp (EFSC)
Missouri
$262K +$5.08K +10 +2%
S
1665
Sunpointe
Missouri
$262K +$22.3K +44 +9%
MTC
1666
McDaniel Terry & Co
Texas
$262K – – –
HCP
1667
Hexagon Capital Partners
Arkansas
$261K +$84.9K +167 +48%
MA
1668
MONECO Advisors
Connecticut
$261K -$508 -1 -0.2%
AWM
1669
Aviso Wealth Management
Washington
$261K -$6.1K -12 -2%
AGP
1670
Aspire Growth Partners
Florida
$261K +$45.6K +90 +21%
BCM
1671
Brookstone Capital Management
Illinois
$259K -$18.8K -37 -7%
WIM
1672
Warwick Investment Management
Texas
$259K +$48.8K +96 +23%
GF
1673
GGM Financials
Ohio
$258K +$508 +1 +0.2%
SWA
1674
SFMG Wealth Advisors
Texas
$256K -$20.8K -41 -8%
CAM
1675
Claret Asset Management
Quebec, Canada
$256K -$251K -503 Closed
65 66
67
68 69