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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
IMRF
1001
Illinois Municipal Retirement Fund
Illinois
$1.42M
GKIM
1002
GW&K Investment Management
Massachusetts
$1.42M
TC
1003
TwinBeech Capital
New York
$1.42M
KJHP
1004
K.J. Harrison & Partners
Ontario, Canada
$1.4M
LF
1005
LifePlan Financial
Minnesota
$1.4M
UAS
1006
United Asset Strategies
New York
$1.39M
BT
1007
Banque Transatlantique
France
$1.38M
SWM
1008
Silverlake Wealth Management
Vermont
$1.37M
Kovitz Investment Group Partners
1009
Kovitz Investment Group Partners
Illinois
$1.37M
AWP
1010
Abacus Wealth Partners
California
$1.35M
EPW
1011
Evolve Private Wealth
California
$1.35M
SCI
1012
Stableford Capital II
Arizona
$1.35M
RWM
1013
Rench Wealth Management
Texas
$1.35M
BHC
1014
Bull Harbor Capital
Maryland
$1.35M
WA
1015
Wealth Alliance
New York
$1.35M
LGA
1016
Lebenthal Global Advisors
New York
$1.34M
GLR
1017
Great Lakes Retirement
Ohio
$1.34M
PS
1018
Principal Securities
Iowa
$1.33M
DWP
1019
Daymark Wealth Partners
Ohio
$1.32M
AC
1020
AlphaCore Capital
California
$1.32M
SI
1021
Scharf Investments
California
$1.32M
DT
1022
Diversified Trust
Tennessee
$1.32M
TCOO
1023
Trust Company of Oklahoma
Oklahoma
$1.31M
KHCM
1024
Kirtland Hills Capital Management
Ohio
$1.3M
BBA
1025
Baader Bank Aktiengesellschaft
Germany
$1.29M