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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 %
CI
1901
Clal Insurance
Israel
$45K +$34.8K +68 +340%
LC
1902
Lavaca Capital
Texas
$44.2K – – –
ME
1903
McIlrath & Eck
Washington
$44.2K – – –
OAJ
1904
Ogorek Anthony Joseph
New York
$44K +$44K +88 New
DF
1905
Dunhill Financial
United Kingdom
$40.8K -$3.06K -6 -7%
RI
1906
Ridgewood Investments
New Jersey
$40.6K – – –
GEA
1907
Glen Eagle Advisors
New Jersey
$38.1K -$27.4K -54 -42%
BTD
1908
BankPlus Trust Department
Mississippi
$37.6K -$3.56K -7 -9%
AP
1909
Aspect Partners
Virginia
$37.1K -$508 -1 -1%
SIS
1910
Sound Income Strategies
Florida
$36.5K – – –
FMP
1911
Financial Management Professionals
Texas
$36.1K -$2.03K -4 -5%
RMC
1912
Resources Management Corp
Connecticut
$36K – – –
AWM
1913
Abound Wealth Management
Tennessee
$35.7K – – –
HBW
1914
Hazlett, Burt & Watson
West Virginia
$35K – – –
NWM
1915
Nova Wealth Management
Florida
$34.6K +$9.15K +18 +36%
AWM
1916
Activest Wealth Management
Florida
$34K +$33K +65 +3,250%
ABWM
1917
Alpine Bank Wealth Management
Colorado
$33K +$33K +65 New
LWANC
1918
Laurel Wealth Advisors (North Carolina)
North Carolina
$32.5K +$508 +1 +2%
AAG
1919
Armstrong Advisory Group
Massachusetts
$32.4K – – –
PSFG
1920
Park Square Financial Group
Georgia
$32K -$58.4K -115 -65%
MSWA
1921
Marshall & Sterling Wealth Advisors
New York
$32K +$32K +63 New
EI
1922
eCIO Inc
Wisconsin
$31.5K +$31.5K +62 New
CFD
1923
Creative Financial Designs
Indiana
$31K -$5.09K -10 -14%
CIAS
1924
CBIZ Investment Advisory Services
Ohio
$31K +$15.8K +31 +103%
BC
1925
Bayforest Capital
United Kingdom
$30.5K -$63K -124 -67%
75 76
77
78 79