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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 %
AEPWM
1976
Atlantic Edge Private Wealth Management
Florida
$9.15K +$4.07K +8 +80%
AG
1977
AmeriFlex Group
Nevada
$9.15K +$9.15K +18 New
PAM
1978
Parvin Asset Management
South Dakota
$9.15K +$9.15K +18 New
DPW
1979
DiNuzzo Private Wealth
Pennsylvania
$8.64K -$508 -1 -6%
BLC
1980
Brown, Lisle/Cummings
Rhode Island
$8.64K +$5.59K +11 +183%
CCM
1981
Copeland Capital Management
Pennsylvania
$8.64K +$8.64K +17 New
SIC
1982
SJS Investment Consulting
Ohio
$7.62K +$2.03K +4 +36%
HIA
1983
HFM Investment Advisors
New Jersey
$7.62K +$7.62K +15 New
FUBT
1984
First United Bank & Trust
Maryland
$7.62K +$7.62K +15 New
BI
1985
Binnacle Investments
Iowa
$7.62K +$7.62K +15 New
BHWM
1986
Beaird Harris Wealth Management
Texas
$7.11K -$7.11K -14 -50%
SN
1987
Sittner & Nelson
Oregon
$7.11K – – –
FPB
1988
First PREMIER Bank
South Dakota
$7K – – –
FG
1989
Fairman Group
Pennsylvania
$6.97K – – –
MAS
1990
MPWM Advisory Solutions
Georgia
$6.61K – – –
WCM
1991
WealthTrak Capital Management
Virginia
$6.61K +$1.02K +2 +18%
MAFA
1992
MJT & Associates Financial Advisory
Minnesota
$6.61K +$6.61K +13 New
Walleye Capital
1993
Walleye Capital
New York
$6.61K -$11.2M -22,043 -100%
RFG
1994
REAP Financial Group
Texas
$6.61K +$6.61K +13 New
TWD
1995
True Wealth Design
Ohio
$6.17K +$4.63K +9 +300%
WIM
1996
Westside Investment Management
California
$6.13K – – –
TCA
1997
Trifecta Capital Advisors
Illinois
$6.1K – – –
HHGA
1998
Halbert Hargrove Global Advisors
California
$6.1K +$6.1K +12 New
FRA
1999
Front Row Advisors
California
$6.1K – – –
EPAM
2000
Evelyn Partners Asset Management
$6.1K +$6.1K +11 New
78 79
80
81 82