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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 192 funds opening new positions, 804 increasing their positions, 757 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,050
Holders Change
+39
Holders Change %
+1.94%
% 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
192
Increased
804
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 %
EP
2126
Essential Planning
New Hampshire
– -$215K -424 Closed
MAP
2127
Moody Aldrich Partners
Massachusetts
– -$211K -423 Closed
Koshinski Asset Management
2128
Koshinski Asset Management
Illinois
– -$210M -421 Closed
EFS
2129
Essex Financial Services
Connecticut
– -$208K -417 Closed
TFF
2130
The Family Firm
Maryland
– -$207K -414 Closed
LP
2131
LGL Partners
Pennsylvania
– -$205K -411 Closed
SIA
2132
Summit Investment Advisors
Maryland
– -$220K -406 Closed
SG
2133
Straightline Group
Michigan
– -$199K -400 Closed
SC
2134
Stance Capital
Massachusetts
– -$183K -368 Closed
UFF
2135
USA Financial Formulas
Michigan
– -$180K -362 Closed
EBA
2136
Eagle Bay Advisors
New York
– -$180K -361 Closed
FFA
2137
Fairfield Financial Advisors
Massachusetts
– -$113K -227 Closed
HIM
2138
Hillsdale Investment Management
Ontario, Canada
– -$94.6K -190 Closed
T
2139
TOBAM
France
– -$79K -159 Closed
LJHT
2140
Laurie J. Hall Trustee
– -$72K -145 Closed
Simplex Trading
2141
Simplex Trading
Illinois
– -$71K -144 Closed
RCM
2142
Raleigh Capital Management
North Carolina
– -$48.8K -98 Closed
KI
2143
Kapitalo Investimentos
Brazil
– -$46.8K -94 Closed
EFP
2144
EnRich Financial Partners
Wisconsin
– -$45.8K -92 Closed
CAS
2145
Coppell Advisory Solutions
Texas
– -$43.8K -88 Closed
HB
2146
Horizon Bancorp
Indiana
– -$43K -87 Closed
Twin Tree Management
2147
Twin Tree Management
Texas
– -$41.3K -83 Closed
HI
2148
Human Investing
Oregon
– -$30K -60 Closed
AFS
2149
Anderson Financial Strategies
Ohio
– -$26.9K -54 Closed
MDA
2150
Minot DeBlois Advisors
Massachusetts
– -$24.9K -50 Closed
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