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
EWM
976
Empirical Wealth Management
Washington
$1.56M
JCM
977
Jacobi Capital Management
Pennsylvania
$1.56M
WBC
978
Westpac Banking Corp
Australia
$1.55M
AT
979
American Trust
Kentucky
$1.55M
ACM
980
Ayrshire Capital Management
Connecticut
$1.55M
TIM
981
Triad Investment Management
California
$1.54M
LWL
982
Leo Wealth LLC
Texas
$1.54M
WWM
983
Waterway Wealth Management
Texas
$1.53M
VIA
984
Virtus Investment Advisers
Connecticut
$1.53M
MAM
985
Madison Asset Management
Wisconsin
$1.53M
BAAM
986
Baker Avenue Asset Management
California
$1.53M
WIM
987
WealthPlan Investment Management
Nebraska
$1.52M
NWMG
988
Nicholson Wealth Management Group
South Carolina
$1.52M
TAM
989
Trust Asset Management
Texas
$1.5M
SWM
990
Sandro Wealth Management
New Jersey
$1.5M
ETC
991
Exchange Traded Concepts
Oklahoma
$1.5M
BCM
992
Brasada Capital Management
Texas
$1.49M
CL
993
CVFG LLC
Indiana
$1.48M
MA
994
Montag & Associates
Georgia
$1.47M
FBT
995
First Bankers Trust
Kentucky
$1.47M
DAM
996
Deltec Asset Management
New York
$1.47M
MG
997
Mather Group
Illinois
$1.46M
CCMG
998
Connecticut Capital Management Group
Connecticut
$1.46M
BTW
999
Boston Trust Walden
Massachusetts
$1.45M
SRC
1000
Sage Rhino Capital
California
$1.45M