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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 191 funds opening new positions, 805 increasing their positions, 757 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,050
Holders Change
+38
Holders Change %
+1.89%
% 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
191
Increased
805
Reduced
757
Closed
118
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 %
EPAM
2001
Evelyn Partners Asset Management
$6.1K +$6.1K +11 New
NEWAS
2002
N.E.W. Advisory Services
Wisconsin
$6.1K +$6.1K +12 New
KA
2003
Kozak & Associates
Colorado
$5.66K +$5.66K +12 New
AS
2004
Altshuler Shaham
Israel
$5.59K -$15.8K -31 -74%
CIM
2005
Contravisory Investment Management
Massachusetts
$5.59K – – –
VWWMG
2006
Vermillion & White Wealth Management Group
Pennsylvania
$5.59K – – –
WW
2007
Winnow Wealth
Texas
$5.22K +$1.9K +4 +57%
T
2008
Transce3nd
Texas
$5.08K -$3.05K -6 -38%
RAM
2009
Riggs Asset Management
Pennsylvania
$5.08K – – –
SCA
2010
Stuart Chaussee & Associates
California
$5.08K – – –
SPF
2011
South Plains Financial
Texas
$5.08K – – –
PWA
2012
Principia Wealth Advisory
Texas
$4.74K +$948 +2 +25%
TCM
2013
TD Capital Management
Tennessee
$4.6K – – –
WA
2014
WestEnd Advisors
North Carolina
$4.57K +$1.52K +3 +50%
TLCM
2015
Twin Lakes Capital Management
California
$4.22K – – –
MFG
2016
Mendota Financial Group
Wisconsin
$4.07K – – –
RMP
2017
Richards, Merrill & Peterson
Washington
$4.07K – – –
GTAM
2018
Global Trust Asset Management
Florida
$4.07K – – –
TCM
2019
TruNorth Capital Management
Michigan
$4.07K – – –
CAC
2020
Core Alternative Capital
Georgia
$4.07K – – –
ETS
2021
ESL Trust Services
New York
$4.07K – – –
T
2022
Tidemark
California
$3.56K – – –
BC
2023
Barrett & Company
Rhode Island
$3.56K – – –
CBT
2024
Crews Bank & Trust
Florida
$3.56K – – –
BFS
2025
Burkett Financial Services
South Carolina
$3.06K – – –
79 80
81
82 83