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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 %
SNB
1801
Security National Bank
Nebraska
$170K – – –
CA
1802
Crewe Advisors
Utah
$168K -$177K -348 -51%
HI
1803
Harbour Investments
Wisconsin
$164K +$12.7K +25 +8%
CM
1804
Capula Management
Cayman Islands
$159K -$67.1K -132 -30%
GCM
1805
Goldstream Capital Management
Hong Kong
$157K – – –
PAM
1806
Paradigm Asset Management
New York
$152K – – –
HWM
1807
HighMark Wealth Management
Minnesota
$152K – – –
AGWCA
1808
Annis Gardner Whiting Capital Advisors
Florida
$150K +$8.64K +17 +6%
Parallax Volatility Advisers
1809
Parallax Volatility Advisers
California
$148K -$156K -308 -51%
HWM
1810
Hemington Wealth Management
Virginia
$144K +$10.6K +21 +8%
DFA
1811
DHJJ Financial Advisors
Illinois
$143K – – –
SO
1812
Sierra Ocean
California
$142K -$3.05K -6 -2%
CPG
1813
Cornerstone Planning Group
New Jersey
$140K +$21.2K +45 +18%
WB
1814
Webster Bank
Connecticut
$139K – – –
OA
1815
Operose Advisors
Wisconsin
$137K +$5.59K +11 +4%
BGAI
1816
Bruce G. Allen Investments
Colorado
$129K -$4.57K -9 -3%
AT
1817
Arlington Trust
Alabama
$129K +$56.4K +111 +78%
AT
1818
Avalon Trust
New Mexico
$128K -$44.2K -87 -26%
SC
1819
SouthState Corp
Florida
$127K +$106K +208 +495%
WA
1820
WPG Advisers
Maryland
$127K -$25.4K -50 -17%
ETC
1821
Exchange Traded Concepts
Oklahoma
$125K +$73.7K +145 +144%
HWA
1822
HHM Wealth Advisors
Tennessee
$125K – – –
FDW
1823
Fourth Dimension Wealth
Ohio
$121K +$19.8K +39 +20%
SFG
1824
Stonebridge Financial Group
Pennsylvania
$121K +$3.05K +6 +3%
BFPW
1825
BOK Financial Private Wealth
Colorado
$121K +$10.7K +21 +10%
71 72
73
74 75