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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
HT
851
Headlands Technologies
Illinois
$2.44M
BAM
852
Belpointe Asset Management
Nevada
$2.44M
EML
853
Eos Management LP
New York
$2.44M
WP
854
WealthShield Partners
North Carolina
$2.43M
BFC
855
Blue Fin Capital
Rhode Island
$2.43M
KNW
856
Kesler Norman & Wride
Utah
$2.43M
B
857
Bensler
Washington
$2.42M
CBA
858
Coastal Bridge Advisors
Connecticut
$2.41M
PWAM
859
Papamarkou Wellner Asset Management
New York
$2.4M
WJWM
860
Williams Jones Wealth Management
New York
$2.4M
TAP
861
Tounjian Advisory Partners
Florida
$2.39M
SAW
862
Signal Advisors Wealth
Michigan
$2.39M
FFA
863
Fragasso Financial Advisors
Pennsylvania
$2.38M
MSK
864
Melissa S. Kampmann
$2.38M
GWMR
865
GC Wealth Management RIA
Massachusetts
$2.37M
ECM
866
Evergreen Capital Management
Washington
$2.37M
TIM
867
Thornburg Investment Management
New Mexico
$2.36M
CAC
868
Certified Advisory Corp
Florida
$2.35M
GC
869
Guggenheim Capital
Illinois
$2.35M
PI
870
Pettee Investors
Connecticut
$2.34M
EW
871
Evoke Wealth
California
$2.32M
RSWM
872
Robertson Stephens Wealth Management
California
$2.31M
CIC
873
Chilton Investment Company
Connecticut
$2.31M
SC
874
Savant Capital
Illinois
$2.3M
Dodge & Cox
875
Dodge & Cox
California
$2.3M