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S&P Global

2,104 hedge funds and large institutions have $109B invested in S&P Global in 2026 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 762 increasing their positions, 874 reducing their positions, and 256 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $883M | Put options by funds: $765M

1.67% less ownership

Funds ownership: 87.1%85.43% (-1.7%)

4% less funds holding

Funds holding: 2,1932,104 (-89)

13% less repeat investments, than reductions

Existing positions increased: 762 | Existing positions reduced: 874

18% less first-time investments, than exits

New positions opened: 209 | Existing positions closed: 256

21% less capital invested

Capital invested by funds: $138B → $109B (-$29B)

24% less funds holding in top 10

Funds holding in top 10: 9371 (-22)

Holders
2,104
Holders Change
-89
Holders Change %
-4.06%
% of All Funds
25.92%
Holding in Top 10
71
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-23.66%
% of All Funds
0.87%
New
209
Increased
762
Reduced
874
Closed
256
Calls
$883M
Puts
$765M
Net Calls
+$118M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$10.2B -$808M -1,741,439 -7%
VCM
2
Vanguard Capital Management
Pennsylvania
$8.24B +$9B +19,383,810 New
State Street
3
State Street
Massachusetts
$6.03B -$39.1M -84,156 -0.6%
TCI Fund Management
4
TCI Fund Management
United Kingdom
$5.97B +$1.04B +2,245,000 +19%
Morgan Stanley
5
Morgan Stanley
New York
$3.36B -$197M -424,919 -5%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$2.93B +$28M +60,385 +0.9%
VPM
7
Vanguard Portfolio Management
Pennsylvania
$2.88B +$3.14B +6,760,342 New
Wellington Management Group
8
Wellington Management Group
Massachusetts
$2.58B +$595M +1,280,753 +27%
Bank of America
9
Bank of America
North Carolina
$1.89B -$46.5M -100,231 -2%
Capital International Investors
10
Capital International Investors
California
$1.5B +$222M +478,396 +16%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$1.39B -$68M -146,420 -4%
Northern Trust
12
Northern Trust
Illinois
$1.29B -$24.8M -53,472 -2%
UBS AM
13
UBS AM
Illinois
$1.26B +$85.9M +185,100 +7%
Goldman Sachs
14
Goldman Sachs
New York
$1.24B +$241M +519,434 +22%
Wells Fargo
15
Wells Fargo
California
$1.07B -$320M -689,996 -22%
Invesco
16
Invesco
Georgia
$983M -$13M -27,895 -1%
Charles Schwab
17
Charles Schwab
California
$967M +$22.1M +47,679 +2%
Legal & General Group
18
Legal & General Group
United Kingdom
$910M +$1.21M +2,610 +0.1%
UE
19
Unisphere Establishment
Liechtenstein
$906M +$60.4M +130,050 +7%
Mitsubishi UFJ Asset Management
20
Mitsubishi UFJ Asset Management
Japan
$868M +$33M +71,096 +4%
Amundi
21
Amundi
France
$825M -$78M -168,025 -8%
AllianceBernstein
22
AllianceBernstein
Tennessee
$803M +$129M +277,569 +22%
N
23
Nuveen
North Carolina
$777M -$34.3M -73,899 -4%
UBS Group
24
UBS Group
Switzerland
$759M +$157M +337,935 +23%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$752M -$36M -77,504 -4%