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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 %
NWMP
1926
Noble Wealth Management PBC
Colorado
$30K -$2.03K -4 -6%
PWMG
1927
Private Wealth Management Group
New Jersey
$30K – – –
S
1928
Sachetta
Massachusetts
$29.5K -$2.54K -5 -8%
SWIM
1929
Smallwood Wealth Investment Management
New Jersey
$28.5K +$28.5K +56 New
BCMLT
1930
Beacon Capital Management LLC (Tennessee)
Tennessee
$27.5K – – –
CAM
1931
Clarity Asset Management
Iowa
$27.5K -$19.4K -38 -41%
CTWM
1932
Cherry Tree Wealth Management
Minnesota
$27.2K +$5.03K +10 +23%
PP
1933
Pacifica Partners
Canada
$26.9K – – –
CVM
1934
Cheviot Value Management
California
$26.3K +$26.3K +52 New
CAM
1935
Costello Asset Management
Pennsylvania
$25.9K +$25.9K +51 New
MSWM
1936
Mowery & Schoenfeld Wealth Management
Illinois
$24.4K – – –
CCMI
1937
Creative Capital Management Investments
California
$21.8K – – –
VWA
1938
Valued Wealth Advisors
Utah
$21.5K – – –
BL
1939
BFSG LLC
California
$21.3K – – –
TH
1940
TCTC Holdings
Texas
$20.8K – – –
AF
1941
Atala Financial
California
$20.8K – – –
CWM
1942
Centricity Wealth Management
Ohio
$20.8K – – –
RS
1943
Rakuten Securities
Japan
$20.8K +$3.05K +6 +17%
PP
1944
PrairieView Partners
Minnesota
$20K – – –
MTIC
1945
Missouri Trust & Investment Company
Missouri
$19.8K +$16.8K +33 +550%
WTA
1946
Washington Trust Advisors
Massachusetts
$19.3K – – –
IRC
1947
Investors Research Corp
Georgia
$18.8K +$18.8K +37 New
BGA
1948
Battery Global Advisors
Massachusetts
$18.4K – – –
GJIA
1949
Glass Jacobson Investment Advisors
Maryland
$17.9K – – –
CNBTD
1950
Citizens National Bank Trust Department
Mississippi
$17.8K +$17.8K +35 New
76 77
78
79 80