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S&P Global

2,075 hedge funds and large institutions have $136B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 819 increasing their positions, 765 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 122

27% more call options, than puts

Call options by funds: $787M | Put options by funds: $622M

4% more funds holding in top 10

Funds holding in top 10: 7073 (+3)

2% more funds holding

Funds holding: 2,0382,075 (+37)

7% more repeat investments, than reductions

Existing positions increased: 819 | Existing positions reduced: 765

1% more capital invested

Capital invested by funds: $134B → $136B (+$1.45B)

1.55% less ownership

Funds ownership: 86.86%85.3% (-1.6%)

Holders
2,075
Holders Change
+37
Holders Change %
+1.82%
% of All Funds
27.83%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
0.98%
New
188
Increased
819
Reduced
765
Closed
122
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Change in
Stake
IIP
151
Intermede Investment Partners
United Kingdom
$120M -$35.4M -69,353 -23%
Mitsubishi UFJ Trust & Banking
152
Mitsubishi UFJ Trust & Banking
Japan
$119M -$4.53M -8,873 -4%
CI Investments Inc
153
CI Investments Inc
Ontario, Canada
$117M -$632K -1,236 -0.5%
Arrowstreet Capital
154
Arrowstreet Capital
Massachusetts
$115M +$57.7M +112,891 +100%
MMH
155
Menora Mivtachim Holdings
Israel
$114M
JHP
156
James Hambro & Partners
United Kingdom
$113M +$3.15M +6,169 +3%
RPI
157
Railway Pension Investments
United Kingdom
$110M -$11.6M -22,700 -10%
WorldQuant Millennium Advisors
158
WorldQuant Millennium Advisors
New York
$107M +$55.3M +108,258 +106%
Korea Investment Corp
159
Korea Investment Corp
South Korea
$105M -$3.25M -6,359 -3%
SAM
160
Storebrand Asset Management
Norway
$105M -$20M -39,119 -16%
NAM
161
Nissay Asset Management
Japan
$105M -$13.7M -26,891 -12%
William Blair & Company
162
William Blair & Company
Illinois
$105M -$313K -613 -0.3%
Marshall Wace
163
Marshall Wace
United Kingdom
$103M +$3.28M +6,416 +3%
Federated Hermes
164
Federated Hermes
Pennsylvania
$103M -$1.21M -2,361 -1%
BIM
165
Bridges Investment Management
Nebraska
$103M +$117K +228 +0.1%
Axa
166
Axa
France
$102M +$26.6M +51,966 +35%
Voloridge Investment Management
167
Voloridge Investment Management
Florida
$102M +$38.5M +75,413 +60%
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$100M -$706K -1,382 -0.7%
State of Wisconsin Investment Board
169
State of Wisconsin Investment Board
Wisconsin
$99.3M +$2.55M +4,983 +3%
DekaBank Deutsche Girozentrale
170
DekaBank Deutsche Girozentrale
Germany
$98.6M -$12M -23,546 -11%
LWCA
171
Locust Wood Capital Advisers
New York
$97.3M +$10.9M +21,382 +13%
Alkeon Capital Management
172
Alkeon Capital Management
New York
$96.8M +$10.7M +20,868 +12%
Handelsbanken Fonder
173
Handelsbanken Fonder
Sweden
$95.3M +$7.8M +15,261 +9%
Royal London Asset Management
174
Royal London Asset Management
United Kingdom
$95.1M +$10.6M +20,730 +12%
Skandinaviska Enskilda Banken (SEB)
175
Skandinaviska Enskilda Banken (SEB)
Sweden
$93.3M +$2.77M +5,417 +3%

SPGI Hedge Fund Activity: Q1 2025 in Review

2,075 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2025, worth a combined $136B — up 1.1% from $134B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new SPGI positions and 122 closed out — a net gain of 66 holders — while 819 added to existing stakes and 765 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $832M. The largest seller was Capital International Investors, cutting an estimated $1.53B.

  • 2,075 institutional investors held S&P Global (SPGI) as of Q1 2025, up from 2,038 in Q4 2024.
  • Funds reported $136B of S&P Global stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 188 funds opened new S&P Global positions in Q1 2025 and 122 closed out, a net change of +66 holders.
  • The largest S&P Global buyer in Q1 2025 was Morgan Stanley, an estimated $832M added.
  • The largest S&P Global seller in Q1 2025 was Capital International Investors, an estimated $1.53B sold.

Based on aggregated 13F filings for Q1 2025.