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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 %
TIA
1676
Traphagen Investment Advisors
New Jersey
$255K – – –
GKWIM
1677
Gerber Kawasaki Wealth & Investment Management
California
$255K +$4.58K +9 +2%
CFG
1678
Cooper Financial Group
California
$254K +$254K +500 New
Harris Associates
1679
Harris Associates
Illinois
$254K -$290K -571 -53%
EWS
1680
Eagle Wealth Strategies
New Jersey
$254K -$1.52K -3 -0.6%
LWMM
1681
Legacy Wealth Management (Mississippi)
Mississippi
$254K – – –
MIM
1682
Marco Investment Management
Georgia
$254K – – –
LSV Asset Management
1683
LSV Asset Management
Illinois
$254K – – –
APW
1684
Aurora Private Wealth
New Jersey
$254K – – –
CP
1685
Canopy Partners
Ohio
$253K -$113K -223 -31%
RWP
1686
Revolve Wealth Partners
New Jersey
$252K +$19.8K +39 +9%
NB
1687
Nicolet Bankshares
Wisconsin
$252K – – –
AA
1688
Acorns Advisers
California
$250K +$40.7K +80 +19%
BBA
1689
Braun-Bostich & Associates
Pennsylvania
$249K +$22.4K +44 +10%
PGA
1690
Portland Global Advisors
Maine
$249K – – –
RCP
1691
Rothschild Capital Partners
New York
$249K – – –
SAF
1692
Smith Anglin Financial
Texas
$249K -$11.7K -23 -4%
KFI
1693
Key Financial Inc
Pennsylvania
$247K – – –
SNBOSD
1694
Security National Bank of So Dak
Iowa
$247K +$26.9K +53 +12%
AL
1695
Aspiriant LLC
California
$247K -$1.52K -3 -0.6%
HCM
1696
Hengehold Capital Management
Ohio
$247K – – –
HAS
1697
HBW Advisory Services
California
$247K +$6.6K +13 +3%
GWM
1698
Gitterman Wealth Management
New Jersey
$247K +$1.02K +2 +0.4%
DIA
1699
Dana Investment Advisors
Wisconsin
$246K -$57.9K -114 -19%
SIMG
1700
Stephens Investment Management Group
Texas
$245K – – –
66 67
68
69 70