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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 %
RA
1701
Ruggaard & Associates
Ohio
$244K +$2.54K +5 +1%
SPP
1702
Single Point Partners
Massachusetts
$243K +$8.66K +17 +4%
VFG
1703
Victory Financial Group
Texas
$243K +$243K +478 New
KWA
1704
Kondo Wealth Advisors
California
$241K +$1.52K +3 +0.6%
VCWM
1705
Vista Cima Wealth Management
Arizona
$241K -$9.65K -19 -4%
AWE
1706
Avidian Wealth Enterprises
Texas
$241K -$1.52K -3 -0.6%
SCM
1707
SCS Capital Management
Massachusetts
$240K +$240K +473 New
USWIA
1708
UP Strategic Wealth Investment Advisors
Pennsylvania
$240K +$240K +473 New
WB
1709
West Bancorporation
Iowa
$240K -$2.03K -4 -0.8%
DWM
1710
Darwin Wealth Management
Florida
$240K – – –
RWM
1711
RBA Wealth Management
California
$239K -$5.2M -10,247 -96%
OIS
1712
OneAscent Investment Solutions
Alabama
$239K +$239K +470 New
VVP
1713
Venture Visionary Partners
Ohio
$238K -$17.8K -35 -7%
SA
1714
SRN Advisors
Pennsylvania
$238K – – –
WAS
1715
Wealth Advisory Solutions
Indiana
$238K +$238K +468 New
YWM
1716
Yukon Wealth Management
Kansas
$237K +$237K +466 New
NPFS
1717
Novak & Powell Financial Services
Florida
$237K – – –
WC
1718
Wynn Capital
Georgia
$236K – – –
LSPW
1719
Lake Street Private Wealth
Illinois
$235K +$25.4K +50 +12%
GWA
1720
GGM Wealth Advisors
Maryland
$235K – – –
LTI
1721
Laffer Tengler Investments
Tennessee
$235K – – –
MEG
1722
Millstone Evans Group
Colorado
$234K – – –
DBRC
1723
D.B. Root & Company
Pennsylvania
$234K -$28.5K -56 -11%
WCFA
1724
Walkner Condon Financial Advisors
Wisconsin
$234K +$19.3K +38 +9%
LSL
1725
Legacy Solutions LLC
Pennsylvania
$233K +$8.13K +16 +4%
67 68
69
70 71