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
Commonwealth Equity Services
401
Commonwealth Equity Services
Massachusetts
$17.7M -$1.43M -3,082 -7%
AAF
402
Andra AP-fonden
Sweden
$17.7M +$12M +25,910 +166%
TAM
403
Troy Asset Management
United Kingdom
$17.5M -$255K -550 -1%
ACM
404
Academy Capital Management
Texas
$17.5M +$10M +21,618 +111%
VLKIM
405
Van Lanschot Kempen Investment Management
Netherlands
$17.4M -$675K -1,454 -3%
MIF
406
Mediolanum International Funds
Ireland
$17.1M -$6.36M -13,700 -25%
Public Employees Retirement Association of Colorado
407
Public Employees Retirement Association of Colorado
Colorado
$17.1M -$44.1K -95 -0.2%
Baillie Gifford & Co
408
Baillie Gifford & Co
United Kingdom
$16.9M -$318M -684,806 -95%
AWM
409
Apollon Wealth Management
South Carolina
$16.8M +$3.92M +8,438 +27%
OCAM
410
Onex Canada Asset Management
Ontario, Canada
$16.8M -$2.65M -5,710 -13%
TAM
411
Tocqueville Asset Management
New York
$16.8M +$12.8M +27,622 +233%
PAM
412
Peak Asset Management
Colorado
$16.7M +$502K +1,081 +3%
BAMCO Inc
413
BAMCO Inc
New York
$16.7M +$125K +270 +0.7%
SSWM
414
Smith Salley Wealth Management
North Carolina
$16.6M +$243K +523 +1%
OAM
415
OP Asset Management
$16.5M -$1.24M -2,676 -6%
M&T Bank
416
M&T Bank
New York
$16.3M -$314K -676 -2%
CTI
417
Community Trust & Investment
Kentucky
$16.2M +$576K +1,240 +3%
AC
418
Addenda Capital
Quebec, Canada
$16.2M +$548K +1,180 +3%
EI
419
EFG International
$16.1M -$59.6M -128,355 -77%
GWM
420
GDS Wealth Management
Texas
$16M +$1.36M +2,920 +8%
IUHSA
421
Itau Unibanco Holding S.A.
Brazil
$16M +$12.9M +27,873 +290%
Connor, Clark & Lunn Investment Management (CC&L)
422
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$15.6M +$17.1M +36,750 New
MIH
423
Meitav Investment House
Israel
$15.4M +$14.6M +31,358 +643%
PNC
424
Park National Corp
Ohio
$15.3M -$7.4M -15,932 -31%
First Trust Advisors
425
First Trust Advisors
Illinois
$15.3M -$8.18M -17,614 -33%

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.