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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
LS
776
Leelyn Smith
Illinois
$3.32M
UB
777
UMB Bank
Missouri
$3.29M
BFW
778
Brady Family Wealth
Missouri
$3.26M
FWTB
779
First Western Trust Bank
Colorado
$3.25M
PAS
780
Park Avenue Securities
New York
$3.24M
CIC
781
Cutler Investment Counsel
Oregon
$3.23M
FPAS
782
Focus Partners Advisor Solutions
Missouri
$3.22M
SFG
783
Snider Financial Group
Washington
$3.22M
PMWMG
784
Parr McKnight Wealth Management Group
Minnesota
$3.16M
SC
785
Settian Capital
New York
$3.16M
PWP
786
Private Wealth Partners
California
$3.15M
MT
787
Midwest Trust
Kansas
$3.11M
LT
788
Lindsell Train
United Kingdom
$3.1M
BFA
789
Buttonwood Financial Advisors
Maryland
$3.01M
TE
790
Tema ETFs
New York
$3.01M
WIM
791
Weitz Investment Management
Nebraska
$3M
VSQM
792
V-Square Quantitative Management
Illinois
$3M
CAU
793
Caxton Associates (UK)
$2.99M
AAIM
794
Asset Advisors Investment Management
Georgia
$2.98M
SC
795
Skylands Capital
Wisconsin
$2.98M
NSUP
796
NLB Skladi upravljanje premozenja
$2.98M
FDS
797
Freedom Day Solutions
Texas
$2.97M
PCIG
798
Partners Capital Investment Group
Massachusetts
$2.97M
SEEDPG
799
S.E.E.D. Planning Group
New York
$2.97M
SAM
800
Silvercrest Asset Management
New York
$2.95M