SPGI icon

S&P Global
SPGI

Overview Fund Activity

2,050 hedge funds and large institutions have $133B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 192 funds opening new positions, 804 increasing their positions, 757 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,050
Holders Change
+39
Holders Change %
+1.94%
% of All Funds
27.85%
Holding in Top 10
71
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.41%
% of All Funds
0.96%
New
192
Increased
804
Reduced
757
Closed
118
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$3.99B
2
BlackRock
BlackRock
New York
$13.9B
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
$827M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.5B
5
BI
BlueSpruce Investments
Illinois
$396M

Top Sellers

1
Capital International Investors
Capital International Investors
California
$1.54B
2
Wellington Management Group
Wellington Management Group
Massachusetts
$3.28B
3
Edgewood Management
Edgewood Management
Connecticut
$1.37B
4
Citigroup
Citigroup
New York
$292M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
$76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cerity Partners
176
Cerity Partners
New York
$88.6M -$2M -3,929 -2%
RP
177
Riverbridge Partners
Minnesota
$87.5M -$1.44M -2,836 -2%
SO
178
STRS Ohio
Ohio
$86M -$8.46M -16,648 -9%
CIC
179
Crawford Investment Counsel
Georgia
$85.8M -$2.42M -4,766 -3%
HighTower Advisors
180
HighTower Advisors
Illinois
$85.5M -$4.19M -8,249 -5%
1832 Asset Management
181
1832 Asset Management
Ontario, Canada
$84.5M +$30M +59,105 +55%
Chevy Chase Trust
182
Chevy Chase Trust
Maryland
$84.3M -$828K -1,630 -1%
NC
183
Nicholas Company
Wisconsin
$84.1M +$27.9K +55 +0%
KeyBank National Association
184
KeyBank National Association
Ohio
$84M +$997K +1,963 +1%
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$83.6M -$6.76M -13,295 -7%
CLOS
186
Compagnie Lombard Odier SCmA
Switzerland
$83.3M -$10.3M -20,320 -11%
Asset Management One
187
Asset Management One
Japan
$83.1M +$5.1M +10,032 +7%
SIC
188
Schwartz Investment Counsel
Michigan
$82.6M – – –
TD Asset Management
189
TD Asset Management
Ontario, Canada
$80.5M +$877K +1,726 +1%
RBI
190
Raiffeisen Bank International
Austria
$80.2M -$21.9M -43,428 -21%
BHC
191
Bowen Hanes & Co
Florida
$79.4M -$273K -537 -0.3%
JWBC
192
John W. Bristol & Co
New York
$77.5M -$1.2M -2,371 -2%
BCM
193
Bowie Capital Management
Texas
$77.3M +$11.2M +22,087 +17%
Westfield Capital Management
194
Westfield Capital Management
Massachusetts
$76.9M +$470K +925 +0.6%
MG
195
Markel Group
Virginia
$76.6M – – –
CIM
196
Confluence Investment Management
Missouri
$76.1M -$1.63M -3,204 -2%
Mawer Investment Management
197
Mawer Investment Management
Alberta, Canada
$76M -$236M -463,983 -76%
PL
198
Perpetual Ltd
Australia
$75.7M -$4.99M -9,812 -6%
AAIS
199
ABN AMRO Investment Solutions
$74.8M -$20.6M -40,558 -22%
Luther King Capital Management (LKCM)
200
Luther King Capital Management (LKCM)
Texas
$73.8M +$21.8M +42,812 +42%
6 7
8
9 10