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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
$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 %
SF
2101
Symphony Financial
Texas
– -$319K -627 Closed
FI
2102
FWG Investments
Kentucky
– -$308K -618 Closed
WEG
2103
World Equity Group
Illinois
– -$304K -610 Closed
TBC
2104
Ted Buchan & Co
California
– -$301K -604 Closed
SWM
2105
Shepherd Wealth Management
Ohio
– -$289K -581 Closed
AC
2106
AXQ Capital
New Jersey
– -$286K -575 Closed
APP
2107
Avantax Planning Partners
Iowa
– -$285K -573 Closed
ACM
2108
Aurdan Capital Management
Pennsylvania
– -$273K -549 Closed
ACP
2109
Aveo Capital Partners
Colorado
– -$264K -531 Closed
SWM
2110
Scissortail Wealth Management
Oklahoma
– -$254K -511 Closed
ZI
2111
ZEGA Investments
Florida
– -$261K -508 Closed
AIA
2112
Angeles Investment Advisors
California
– -$248K -498 Closed
PWM
2113
Pines Wealth Management
North Carolina
– -$239K -495 Closed
BSHC
2114
Breed's Hill Capital
Massachusetts
– -$242K -486 Closed
RB
2115
Renasant Bank
Mississippi
– -$237K -475 Closed
NCM
2116
Next Capital Management
New York
– -$236K -474 Closed
PCP
2117
Panoramic Capital Partners
Oregon
– -$234K -469 Closed
PCM
2118
Prelude Capital Management
New York
– -$228K -458 Closed
LWM
2119
Lionshead Wealth Management
New York
– -$228K -458 Closed
DPI
2120
Diversified Portfolios Inc
Michigan
– -$225K -451 Closed
CCA
2121
Cottonwood Capital Advisors
Utah
– -$221K -444 Closed
SFI
2122
SPC Financial Inc
Maryland
– -$219K -440 Closed
FWM
2123
Foguth Wealth Management
Michigan
– -$224K -436 Closed
TF
2124
Trek Financial
Arizona
– -$217K -435 Closed
CWAG
2125
Compton Wealth Advisory Group
Virginia
– -$212K -426 Closed
83 84
85
86 87