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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 %
IHWM
2026
Iron Horse Wealth Management
Iowa
$3.05K – – –
W
2027
WealthCollab
Washington
$3.05K +$2.03K +4 +200%
BFS
2028
Bare Financial Services
Pennsylvania
$3.05K +$3.05K +6 New
CTB
2029
Country Trust Bank
Illinois
$2.54K – – –
ACA
2030
American Capital Advisory
Idaho
$2.54K +$2.54K +5 New
SC
2031
Stephens Consulting
Michigan
$2.54K +$2.54K +5 New
BHWM
2032
Bay Harbor Wealth Management
Maryland
$2.54K +$2.54K +5 New
PS
2033
PayPay Securities
Japan
$2.23K -$1.67K -3 -43%
1IA
2034
1620 Investment Advisors
Massachusetts
$2.08K – – –
NCM
2035
Northwest Capital Management
Oregon
$2.04K – – –
RPA
2036
Redwood Park Advisors
California
$2.03K – – –
BCM
2037
Blume Capital Management
California
$2.03K +$2.03K +4 New
DCM
2038
Davis Capital Management
Florida
$2.03K – – –
CWM
2039
Cedar Wealth Management
California
$2.03K – – –
WTFG
2040
Wood Tarver Financial Group
Idaho
$1.53K – – –
KB
2041
Kimelman & Baird
New York
$1.53K – – –
PWM
2042
Parkworth Wealth Management
California
$1.52K – – –
OIA
2043
Optimum Investment Advisors
Illinois
$1.52K +$1.52K +3 New
JAM
2044
JCIC Asset Management
Ontario, Canada
$1.02K +$1.02K +2 New
DWM
2045
Dogwood Wealth Management
Kansas
$1.02K +$1.02K +2 New
GP
2046
Greenline Partners
New York
$1.02K +$1.02K +2 New
TFA
2047
Transamerica Financial Advisors
Florida
$1K – – –
PEAK6
2048
PEAK6
Illinois
$927 – – –
CIA
2049
Cape Investment Advisory
Georgia
$508 -$9.65K -19 -95%
WPA
2050
Wealth Preservation Advisors
Tennessee
$508 +$508 +1 New
80 81
82
83 84