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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 %
SVCP
2151
Silicon Valley Capital Partners
California
– -$20.2K -40 Closed
FLP
2152
Financial Life Planners
Arizona
– -$17K -34 Closed
MFS
2153
Mattson Financial Services
Michigan
– -$16K -31 Closed
CJ
2154
Caitlin John
Michigan
– -$13.9K -28 Closed
KBFS
2155
Kohmann Bosshard Financial Services
Ohio
– -$11K -22 Closed
FIA
2156
FPC Investment Advisory
California
– -$7.82K -15 Closed
JFA
2157
JNBA Financial Advisors
Minnesota
– -$5.98K -12 Closed
NWWA
2158
New Wave Wealth Advisors
Arkansas
– -$5.98K -12 Closed
LDB
2159
Lee, Danner & Bass
Tennessee
– -$5.48K -11 Closed
MA
2160
Modus Advisors
Minnesota
– -$3.49K -7 Closed
CAM
2161
Creekmur Asset Management
Illinois
– -$2.99K -6 Closed
BOJHT
2162
Bank of Jackson Hole Trust
Wyoming
– -$2.99K -6 Closed
OSNBOA
2163
Old Second National Bank of Aurora
Illinois
– -$2.99K -6 Closed
WWA
2164
Wingate Wealth Advisors
Massachusetts
– -$1.99K -4 Closed
FWM
2165
FLP Wealth Management
Arkansas
– -$1.58K -3 Closed
SSG
2166
Summit Securities Group
New York
– -$996 -2 Closed
SMAM
2167
Sugar Maple Asset Management
Wisconsin
– -$996 -2 Closed
MRP
2168
Measured Risk Portfolios
California
– -$996 -2 Closed
PCFFS
2169
Pacific Center for Financial Services
California
– -$10 – –
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