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S&P Global

2,075 hedge funds and large institutions have $136B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 819 increasing their positions, 765 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more first-time investments, than exits

New positions opened: 188 | Existing positions closed: 122

27% more call options, than puts

Call options by funds: $787M | Put options by funds: $622M

4% more funds holding in top 10

Funds holding in top 10: 7073 (+3)

2% more funds holding

Funds holding: 2,0382,075 (+37)

7% more repeat investments, than reductions

Existing positions increased: 819 | Existing positions reduced: 765

1% more capital invested

Capital invested by funds: $134B → $136B (+$1.45B)

1.55% less ownership

Funds ownership: 86.86%85.3% (-1.6%)

Holders
2,075
Holders Change
+37
Holders Change %
+1.82%
% of All Funds
27.83%
Holding in Top 10
73
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.29%
% of All Funds
0.98%
New
188
Increased
819
Reduced
765
Closed
122
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
176
Vontobel Holding
Switzerland
$91.9M +$1.71M +3,340 +2%
Focus Partners Wealth
177
Focus Partners Wealth
Massachusetts
$91.5M -$18.5M -36,186 -17%
State of Tennessee, Department of Treasury
178
State of Tennessee, Department of Treasury
Tennessee
$89.6M -$1.17M -2,281 -1%
Cerity Partners
179
Cerity Partners
New York
$88.6M -$2.01M -3,929 -2%
RP
180
Riverbridge Partners
Minnesota
$87.5M -$1.45M -2,836 -2%
SO
181
STRS Ohio
Ohio
$86M -$8.51M -16,648 -9%
CIC
182
Crawford Investment Counsel
Georgia
$85.8M -$2.44M -4,766 -3%
HighTower Advisors
183
HighTower Advisors
Illinois
$85.5M -$4.21M -8,249 -5%
1832 Asset Management
184
1832 Asset Management
Ontario, Canada
$84.5M +$30.2M +59,105 +55%
Chevy Chase Trust
185
Chevy Chase Trust
Maryland
$84.3M -$833K -1,630 -1%
NC
186
Nicholas Company
Wisconsin
$84.1M +$28.1K +55 +0%
KeyBank National Association
187
KeyBank National Association
Ohio
$84M +$1M +1,963 +1%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$83.6M -$6.79M -13,295 -7%
CLOS
189
Compagnie Lombard Odier SCmA
Switzerland
$83.3M -$10.4M -20,320 -11%
Asset Management One
190
Asset Management One
Japan
$83.1M +$5.13M +10,032 +7%
SIC
191
Schwartz Investment Counsel
Michigan
$82.6M
TD Asset Management
192
TD Asset Management
Ontario, Canada
$80.5M +$882K +1,726 +1%
RBI
193
Raiffeisen Bank International
Austria
$80.2M -$22.2M -43,428 -21%
BHC
194
Bowen Hanes & Co
Florida
$79.4M -$274K -537 -0.3%
JWBC
195
John W. Bristol & Co
New York
$77.5M -$1.21M -2,371 -2%
BCM
196
Bowie Capital Management
Texas
$77.3M +$11.3M +22,087 +17%
Westfield Capital Management
197
Westfield Capital Management
Massachusetts
$76.9M +$473K +925 +0.6%
MG
198
Markel Group
Virginia
$76.6M
CIM
199
Confluence Investment Management
Missouri
$76.1M -$1.64M -3,204 -2%
Mawer Investment Management
200
Mawer Investment Management
Alberta, Canada
$76M -$237M -463,983 -76%

SPGI Hedge Fund Activity: Q1 2025 in Review

2,075 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2025, worth a combined $136B — up 1.1% from $134B a quarter earlier.

Buyers outnumbered sellers: 188 funds opened new SPGI positions and 122 closed out — a net gain of 66 holders — while 819 added to existing stakes and 765 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $832M. The largest seller was Capital International Investors, cutting an estimated $1.53B.

  • 2,075 institutional investors held S&P Global (SPGI) as of Q1 2025, up from 2,038 in Q4 2024.
  • Funds reported $136B of S&P Global stock for Q1 2025, up 1.1% quarter-over-quarter.
  • 188 funds opened new S&P Global positions in Q1 2025 and 122 closed out, a net change of +66 holders.
  • The largest S&P Global buyer in Q1 2025 was Morgan Stanley, an estimated $832M added.
  • The largest S&P Global seller in Q1 2025 was Capital International Investors, an estimated $1.53B sold.

Based on aggregated 13F filings for Q1 2025.