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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
CWM
901
Chemistry Wealth Management
New York
$2.08M
CC
902
Chicago Capital
Illinois
$2.07M
Envestnet Portfolio Solutions
903
Envestnet Portfolio Solutions
Illinois
$2.07M
OIA
904
OneDigital Investment Advisors
Kansas
$2.04M
SAI
905
Savvy Advisors Inc
New York
$2.04M
PWM
906
Perigon Wealth Management
California
$2.03M
CPIG
907
Chicago Partners Investment Group
Illinois
$2.02M
WC
908
Westerkirk Capital
$2.01M
BDL
909
Bey-Douglas LLC
Georgia
$2M
RWP
910
Ridgecrest Wealth Partners
California
$1.98M
MWM
911
Mission Wealth Management
California
$1.97M
CWMK
912
Caliber Wealth Management (Kansas)
Kansas
$1.97M
TC
913
TownSquare Capital
Utah
$1.97M
WCM
914
Whitener Capital Management
North Carolina
$1.96M
HBT
915
Hills Bank & Trust
Iowa
$1.96M
AW
916
Alaethes Wealth
Nevada
$1.96M
NAM
917
NorthCrest Asset Manangement
Minnesota
$1.95M
SC
918
Syon Capital
California
$1.95M
Walleye Capital
919
Walleye Capital
New York
$1.95M
MIA
920
MMBG Investment Advisors
Florida
$1.95M
SIA
921
SkyView Investment Advisors
New Jersey
$1.94M
WC
922
Waterloo Capital
Texas
$1.94M
PTP
923
Platform Technology Partners
New York
$1.94M
FNBOO
924
First National Bank of Omaha
Nebraska
$1.93M
HA
925
Herold Advisors
New York
$1.93M