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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 %
MBT
1726
Montecito Bank & Trust
California
$232K -$20.3K -40 -8%
ATS
1727
Ashton Thomas Securities
New York
$232K – – –
LI
1728
LVZ Inc
Michigan
$232K – – –
CF
1729
Copperwynd Financial
Arizona
$231K -$7.12K -14 -3%
AWM
1730
Avior Wealth Management
Nebraska
$231K -$5.08K -10 -2%
HIGP
1731
Hill Investment Group Partners
Missouri
$231K -$36.1K -71 -13%
DMBA
1732
Deseret Mutual Benefit Administrators
Utah
$231K +$62K +122 +37%
IA
1733
IFC Advisors
California
$231K +$231K +455 New
HKIMG
1734
Hutchens & Kramer Investment Management Group
Indiana
$230K +$230K +453 New
SAI
1735
Systematic Alpha Investments
New Jersey
$230K – – –
TCM
1736
Tandem Capital Management
New Jersey
$228K -$4.07K -8 -2%
YDMI
1737
Y.D. More Investments
Israel
$227K +$27.9K +55 +14%
PEA
1738
Park Edge Advisors
Ohio
$227K -$333K -656 -60%
LAM
1739
Longboard Asset Management
Arizona
$226K – – –
MNBTD
1740
Moody National Bank Trust Division
Texas
$226K – – –
SA
1741
Sovran Advisors
California
$225K +$225K +487 New
GPI
1742
General Partner Inc
Pennsylvania
$225K – – –
SMA
1743
Seven Mile Advisory
New Jersey
$225K +$225K +442 New
FPW
1744
Flywheel Private Wealth
California
$224K – – –
BFIM
1745
Beese Fulmer Investment Management
Ohio
$223K +$10.7K +21 +5%
AAMU
1746
AEGON Asset Management (UK)
United Kingdom
$222K +$206K +405 +1,306%
WIA
1747
Wetzel Investment Advisors
Indiana
$221K -$32K -63 -13%
SLWA
1748
San Luis Wealth Advisors
California
$221K -$2.04K -4 -0.9%
KSWWM
1749
Keyes Stange & Wooten Wealth Management
Florida
$221K -$2.54K -5 -1%
PIA
1750
Perennial Investment Advisors
California
$220K +$14.7K +29 +7%
68 69
70
71 72