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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 %
SHF
1776
Stage Harbor Financial
Massachusetts
$207K – – –
BCM
1777
BluePath Capital Management
Georgia
$206K -$203K -400 -50%
FRM
1778
Fox Run Management
Connecticut
$206K -$615K -1,211 -75%
1WM
1779
1858 Wealth Management
Ohio
$205K – – –
BWA
1780
Brave Warrior Advisors
New York
$204K +$204K +401 New
CGA
1781
Compound Global Advisors
Washington
$203K -$187K -460 -48%
RCM
1782
Richardson Capital Management
Wisconsin
$203K – – –
HC
1783
Hamilton Capital
Ohio
$203K +$203K +400 New
IWM
1784
Integris Wealth Management
California
$203K +$203K +400 New
FWM
1785
FFT Wealth Management
Pennsylvania
$203K +$203K +400 New
CC
1786
Cadinha & Co
Hawaii
$203K +$203K +400 New
CK
1787
Cohen Klingenstein
New York
$203K +$203K +400 New
CAS
1788
CTC Alternative Strategies
Illinois
$203K +$203K +400 New
AAM
1789
Auxier Asset Management
Oregon
$202K +$202K +397 New
BIP
1790
Blue Investment Partners
California
$201K -$23.9K -47 -11%
IP
1791
Investment Partners
Ohio
$201K +$201K +396 New
MSAM
1792
Moloney Securities Asset Management
Missouri
$201K -$10.7K -21 -5%
TF
1793
Tompkins Financial
New York
$196K -$9.65K -19 -5%
BONH
1794
Bank of New Hampshire
New Hampshire
$185K – – –
ANBT
1795
American National Bank & Trust
Texas
$184K +$7.11K +14 +4%
OCM
1796
Osterweis Capital Management
California
$183K – – –
DJSG
1797
D.J. St. Germain
Massachusetts
$181K +$15.8K +31 +10%
OC
1798
Oakworth Capital
Alabama
$179K +$8.64K +17 +5%
TFIPS
1799
Towarzystwo Funduszy Inwestycyjnych PZU SA
$170K – – –
EWM
1800
Evermay Wealth Management
Virginia
$170K – – –
70 71
72
73 74