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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 %
GIS
1876
Grayhawk Investment Strategies
Alberta, Canada
$57.9K – – –
HCM
1877
Hollencrest Capital Management
California
$56.4K -$41.7K -82 -42%
GCGDR
1878
Geo Capital Gestora de Recursos
Brazil
$56K -$3.56K -7 -6%
DCM
1879
Disciplina Capital Management
Tennessee
$55.5K -$43.8K -86 -44%
KWM
1880
Kiker Wealth Management
Georgia
$55.4K +$55.4K +109 New
ACM
1881
Anfield Capital Management
California
$54.9K – – –
NL
1882
NVWM LLC
Pennsylvania
$54.4K +$50.8K +100 +1,429%
DI
1883
DAGCO Inc
Ohio
$54.4K +$54.4K +107 New
RTC
1884
Riverview Trust Company
Washington
$53.4K -$3.05K -6 -5%
FWM
1885
FSA Wealth Management
Massachusetts
$53.4K – – –
NMG
1886
New Millennium Group
Utah
$52.8K – – –
SS
1887
Sunbelt Securities
Texas
$52.6K -$432K -855 -89%
BSB
1888
Bangor Savings Bank
Maine
$52.4K -$2.03K -4 -4%
LI
1889
LRI Investments
Florida
$51.2K +$85 +29 +0.2%
GWM
1890
Guardian Wealth Management
Illinois
$51K – – –
CB
1891
Centennial Bank
Arkansas
$50.8K – – –
KSWA
1892
Kathleen S. Wright Associates
Pennsylvania
$50.3K – – –
GSWM
1893
Golden State Wealth Management
California
$49.4K -$509 -1 -1%
TC
1894
Truvestments Capital
Florida
$49.3K +$42.2K +83 +593%
STB
1895
S&T Bank
Pennsylvania
$48.8K +$6.61K +13 +16%
WBC
1896
West Branch Capital
Massachusetts
$48.3K -$2.54K -5 -5%
PP
1897
Pingora Partners
Wyoming
$48.3K – – –
GWSG
1898
GPS Wealth Strategies Group
Colorado
$48.3K – – –
CWC
1899
Carolinas Wealth Consulting
North Carolina
$47.1K +$507 +1 +1%
FGA
1900
Fortis Group Advisors
New Jersey
$45.7K – – –
74 75
76
77 78