We are live on ! Find out more
SPGI icon

S&P Global

2,102 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, 872 reducing their positions, and 256 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

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)

25% less funds holding in top 10

Funds holding in top 10: 9370 (-23)

Holders
2,102
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$883M
Puts
$765M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UM
501
UniSuper Management
Australia
$10M
ACA
502
Aptus Capital Advisors
Alabama
$10M
AUB
503
Atlantic Union Bankshares
Virginia
$9.93M
BPA
504
Beacon Pointe Advisors
California
$9.84M
AF
505
Avanza Fonder
Sweden
$9.81M
KPWS
506
Kestra Private Wealth Services
Texas
$9.75M
AP
507
Appleton Partners
Massachusetts
$9.74M
SCM
508
Sterling Capital Management
North Carolina
$9.68M
CCM
509
Carderock Capital Management
Maryland
$9.6M
FVWA
510
Foster Victor Wealth Advisors
South Carolina
$9.57M
WTA
511
Washington Trust Advisors
Massachusetts
$9.56M
IMCOOI
512
Investment Management Corp of Ontario (IMCO)
Canada
$9.43M
TC
513
Triavera Capital
California
$9.42M
CWM
514
Calamos Wealth Management
Illinois
$9.41M
Marshall Wace
515
Marshall Wace
United Kingdom
$9.39M
MMA
516
Miracle Mile Advisors
California
$9.39M
M
517
MOTCO
Texas
$9.38M
HFS
518
Hantz Financial Services
Michigan
$9.31M
MCM
519
Mattern Capital Management
Colorado
$9.29M
DA
520
Dash Acquisitions
California
$9.28M
FBB
521
Fulton Breakefield Broenniman
Maryland
$9.27M
AA
522
Altrafin AG
$9.26M
LI
523
LMCG Investments
Massachusetts
$9.24M
AAM
524
Advisors Asset Management
Colorado
$9.1M
ET
525
Equitable Trust
Tennessee
$8.89M