We are live on ! Find out more
SPGI icon

S&P Global

2,119 hedge funds and large institutions have $109B invested in S&P Global in 2026 Q1 according to their latest regulatory filings, with 211 funds opening new positions, 767 increasing their positions, 880 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

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

1.66% less ownership

Funds ownership: 87.1%85.45% (-1.7%)

4% less funds holding

Funds holding: 2,1992,119 (-80)

13% less repeat investments, than reductions

Existing positions increased: 767 | Existing positions reduced: 880

17% less first-time investments, than exits

New positions opened: 211 | Existing positions closed: 255

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
2,119
Holders Change
-80
Holders Change %
-3.64%
% of All Funds
25.93%
Holding in Top 10
71
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-23.66%
% of All Funds
0.87%
New
211
Increased
767
Reduced
880
Closed
255
Calls
$883M
Puts
$765M
Net Calls
+$118M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Change in
Stake
YIH
376
Y-Intercept (HK)
Hong Kong
$19.3M +$21.1M +45,465 New
NYLIM
377
New York Life Investment Management
New York
$19.3M +$209K +451 +1%
GIP
378
Granite Investment Partners
California
$19.2M +$274K +590 +1%
SPIA
379
Steward Partners Investment Advisory
New York
$19.1M +$4.22M +9,094 +25%
RIM
380
Rakuten Investment Management
Japan
$19M +$2.19M +4,727 +12%
VIM
381
Vinva Investment Management
Australia
$19M +$1.57M +3,380 +8%
LC
382
LRZ Capital
Florida
$19M +$2.86M +6,165 +16%
Vanguard National Trust
383
Vanguard National Trust
Pennsylvania
$18.8M +$20.6M +44,316 New
FMI
384
Factory Mutual Insurance
Massachusetts
$18.8M +$789K +1,700 +4%
NIM
385
NEOS Investment Management
Connecticut
$18.7M -$747K -1,609 -4%
CA
386
Cornerstone Advisors
North Carolina
$18.6M +$2.75M +5,930 +16%
LCM
387
Lakewood Capital Management
New York
$18.6M +$20.3M +43,750 New
MCM
388
Mill Capital Management
North Carolina
$18.5M +$20.2M +43,470 New
Mercer Global Advisors
389
Mercer Global Advisors
Colorado
$18.4M +$8.27M +17,817 +70%
EI
390
Ethic Inc
New York
$18.3M -$2.57M -5,538 -11%
CAPTRUST Financial Advisors
391
CAPTRUST Financial Advisors
North Carolina
$18.2M +$4.78M +10,288 +32%
BCIM
392
British Columbia Investment Management
British Columbia, Canada
$18.2M -$29.2M -62,844 -60%
MCM
393
Maple Capital Management
Vermont
$18.1M -$302K -651 -2%
PAMP
394
Polar Asset Management Partners
Ontario, Canada
$18M +$19.6M +42,300 New
PTPFOECYE
395
PBU - The Pension Fund of Early Childhood & Youth Educators
$18M -$30M -64,635 -60%
PP
396
Prudential plc
United Kingdom
$17.9M +$1.05M +2,258 +6%
Carson Wealth (CWM LLC)
397
Carson Wealth (CWM LLC)
Nebraska
$17.9M +$13.3M +28,704 +214%
NEI
398
Northwest & Ethical Investments
Ontario, Canada
$17.9M -$1.96M -4,229 -9%
WT
399
Washington Trust
Rhode Island
$17.9M +$50.6K +109 +0.3%
7WCP
400
71 West Capital Partners
Massachusetts
$17.8M +$1.15M +2,475 +6%

SPGI Hedge Fund Activity: Q1 2026 in Review

2,119 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2026, worth a combined $109B — down 21% from $138B a quarter earlier.

Sellers outnumbered buyers: 255 funds closed out of SPGI and 211 opened new positions — a net loss of 44 holders — while 880 trimmed existing stakes and 767 added.

The largest buyer was TCI Fund Management, adding an estimated $1.04B. The largest seller was BlackRock, cutting an estimated $808M.

  • 2,119 institutional investors held S&P Global (SPGI) as of Q1 2026, down from 2,199 in Q4 2025.
  • Funds reported $109B of S&P Global stock for Q1 2026, down 21% quarter-over-quarter.
  • 211 funds opened new S&P Global positions in Q1 2026 and 255 closed out, a net change of -44 holders.
  • The largest S&P Global buyer in Q1 2026 was TCI Fund Management, an estimated $1.04B added.
  • The largest S&P Global seller in Q1 2026 was BlackRock, an estimated $808M sold.

Based on aggregated 13F filings for Q1 2026.