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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 %
PPA
1826
Painted Porch Advisors
California
$117K +$2.03K +4 +2%
FNWA
1827
Financial Network Wealth Advisors
Utah
$117K +$30.5K +60 +35%
AA
1828
Addison Advisors
Vermont
$117K +$8.13K +16 +7%
YP
1829
YANKCOM Partnership
South Dakota
$117K +$9.65K +19 +9%
FMII
1830
Farmers & Merchants Investments Inc
Nebraska
$114K – – –
BWAM
1831
Boyd Watterson Asset Management
Ohio
$113K -$5.08K -10 -4%
VIS
1832
Vega Investment Solutions
France
$113K +$113K +222 New
SWA
1833
SOA Wealth Advisors
New York
$113K +$112K +15,640 +48,875%
EFMH
1834
E Fund Management (HK)
Hong Kong
$106K +$41.6K +82 +65%
TIM
1835
Tortoise Investment Management
New York
$106K -$37.6K -74 -26%
FCAS
1836
First Command Advisory Services
Texas
$105K -$66.1K -130 -39%
HDIM
1837
Hanson & Doremus Investment Management
Vermont
$104K – – –
PGAM
1838
Princeton Global Asset Management
New Jersey
$102K – – –
RA
1839
Ransom Advisory
Rhode Island
$102K +$102K +200 New
PP
1840
PFS Partners
New Jersey
$98.7K – – –
AP
1841
Atwood & Palmer
Missouri
$98.1K – – –
MCM
1842
MV Capital Management
Maryland
$97.6K +$508 +1 +0.5%
RA
1843
Rise Advisors
New York
$95.7K +$4.07K +8 +4%
WSCM
1844
Wellington Shields Capital Management
New York
$92K +$92K +181 New
WA
1845
Whipplewood Advisors
Colorado
$92K -$7.58K -15 -8%
MAM
1846
Meeder Asset Management
Ohio
$89.9K +$47.8K +94 +113%
AWM
1847
Accredited Wealth Management
Kentucky
$88.9K – – –
AA
1848
Ancora Advisors
Ohio
$88.6K – – –
MWM
1849
Mascoma Wealth Management
New Hampshire
$88.4K -$8.13K -16 -8%
HIMS
1850
Hager Investment Management Services
New Hampshire
$88.4K +$1.02K +2 +1%
72 73
74
75 76