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
RMDI
951
R.M. Davis Inc
Maine
$1.69M
QIM
952
Quantitative Investment Management
Virginia
$1.69M
AG
953
Ascent Group
Virginia
$1.68M
PCG
954
Prosperity Consulting Group
Maryland
$1.68M
SWM
955
Spire Wealth Management
Virginia
$1.68M
PCM
956
Parsons Capital Management
Rhode Island
$1.67M
PTC
957
Private Trust Company
Ohio
$1.67M
DWT
958
Dorsey & Whitney Trust
South Dakota
$1.66M
CCG
959
Cypress Capital Group
Florida
$1.64M
GFP
960
Gryphon Financial Partners
Ohio
$1.64M
VFA
961
Valeo Financial Advisors
Indiana
$1.64M
SWP
962
Strategic Wealth Partners
Ohio
$1.63M
PEAK6
963
PEAK6
Illinois
$1.63M
RFA
964
Resurgent Financial Advisors
Georgia
$1.63M
FFG
965
Fortem Financial Group
California
$1.63M
HPIA
966
Hamilton Point Investment Advisors
North Carolina
$1.62M
FFO
967
Fiduciary Family Office
Florida
$1.62M
FA
968
Fiduciary Alliance
South Carolina
$1.62M
LFS
969
Lighthouse Financial Services
California
$1.61M
AC
970
Annandale Capital
Texas
$1.61M
GIA
971
Guyasuta Investment Advisors
Pennsylvania
$1.61M
HKAM
972
Horizon Kinetics Asset Management
New York
$1.6M
FIA
973
Foundations Investment Advisors
Arizona
$1.6M
IHL
974
Investment House LLC
California
$1.59M
BWM
975
BKM Wealth Management
Wisconsin
$1.57M