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S&P Global
SPGI

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: 70 → 73 (+3)

2% more funds holding

Funds holding: 2,038 → 2,075 (+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
27.82%
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

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$832M
2
BlackRock
BlackRock
New York
+$388M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$343M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$314M
5
Norges Bank
Norges Bank
Norway
+$281M

Top Sellers

Rank Fund Capital Flow
1
Capital International Investors
Capital International Investors
California
-$1.53B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$687M
3
Edgewood Management
Edgewood Management
Connecticut
-$456M
4
Citigroup
Citigroup
New York
-$286M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$237M
Name Holding Trade Value Shares
Change 		Change in
Stake
W
2051
WealthCollab
Washington
$3.05K +$2.04K +4 +200%
BFS
2052
Bare Financial Services
Pennsylvania
$3.05K +$3.07K +6 New
CTB
2053
Country Trust Bank
Illinois
$2.54K – – –
ACA
2054
American Capital Advisory
Idaho
$2.54K +$2.56K +5 New
SC
2055
Stephens Consulting
Michigan
$2.54K +$2.56K +5 New
BHWM
2056
Bay Harbor Wealth Management
Maryland
$2.54K +$2.56K +5 New
PS
2057
PayPay Securities
Japan
$2.23K -$1.53K -3 -43%
1IA
2058
1620 Investment Advisors
Massachusetts
$2.08K – – –
NCM
2059
Northwest Capital Management
Oregon
$2.04K – – –
RPA
2060
Redwood Park Advisors
California
$2.03K – – –
BCM
2061
Blume Capital Management
California
$2.03K +$2.04K +4 New
CWM
2062
Cedar Wealth Management
California
$2.03K – – –
DCM
2063
Davis Capital Management
Florida
$2.03K – – –
CAM
2064
Chesapeake Asset Management
New York
$2.03K +$511 +1 +33%
KB
2065
Kimelman & Baird
New York
$1.52K – – –
WTFG
2066
Wood Tarver Financial Group
Idaho
$1.52K – – –
PWM
2067
Parkworth Wealth Management
California
$1.52K – – –
OIA
2068
Optimum Investment Advisors
Illinois
$1.52K +$1.53K +3 New
DWM
2069
Dogwood Wealth Management
Kansas
$1.02K +$1.02K +2 New
GP
2070
Greenline Partners
New York
$1.02K +$1.02K +2 New
JAM
2071
JCIC Asset Management
Ontario, Canada
$1.02K +$1.02K +2 New
TFA
2072
Transamerica Financial Advisors
Florida
$1K – – –
PEAK6
2073
PEAK6
Illinois
$927 – – –
CIA
2074
Cape Investment Advisory
Georgia
$508 -$9.71K -19 -95%
RJA
2075
Ross\Johnson & Associates
Minnesota
$508 +$511 +1 New
81 82
83
84 85

SPGI Hedge Fund Activity: Q1 2025 in Review

2,075 of the 7,458 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.