SPGI icon

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 %
HNW
1951
High Note Wealth
Minnesota
$16.3K – – –
CT
1952
Coastline Trust
Rhode Island
$15.2K -$1.02K -2 -6%
LWMI
1953
Legacy Wealth Management (Idaho)
Idaho
$15.2K – – –
RTL
1954
Red Tortoise LLC
Georgia
$15.1K – – –
Q1WB
1955
Quest 10 Wealth Builders
Virginia
$15K +$15K +30 New
MIFH
1956
Migdal Insurance & Financial Holdings
Israel
$15K +$15K +30 New
CCM
1957
Cloud Capital Management
Washington
$15K +$15K +31 New
RWM
1958
Rialto Wealth Management
New York
$14.7K +$14.7K +29 New
HFS
1959
Hughes Financial Services
Virginia
$14.3K +$14.3K +28 New
SFA
1960
Semmax Financial Advisors
North Carolina
$14.3K +$2.55K +5 +22%
MFT
1961
Moisand Fitzgerald Tamayo
Florida
$13.7K – – –
NSIM
1962
North Star Investment Management
Illinois
$13.2K – – –
HWP
1963
Highline Wealth Partners
California
$12.7K +$6.11K +12 +92%
FIM
1964
FWL Investment Management
Texas
$12.7K – – –
MSG
1965
Main Street Group
Virginia
$11.7K – – –
CJH
1966
Christopher J. Hasenberg
Wisconsin
$11.2K – – –
CMA
1967
Cedar Mountain Advisors
Oregon
$11.2K – – –
PA
1968
Pineridge Advisors
Missouri
$10.7K – – –
GWM
1969
Graybill Wealth Management
Illinois
$10.7K +$10.7K +21 New
SL
1970
Salomon & Ludwin
Virginia
$10.2K -$3.05K -6 -23%
CWM
1971
Copia Wealth Management
Oregon
$9.65K – – –
PPWM
1972
PFG Private Wealth Management
Florida
$9.65K +$9.65K +19 New
FAM
1973
Flaharty Asset Management
Florida
$9.65K +$9.65K +19 New
HWA
1974
Heritage Wealth Advisors
Virginia
$9.15K -$1.52K -3 -14%
GCM
1975
Gables Capital Management
Florida
$9.15K – – –
77 78
79
80 81