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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
CI
1026
Cooper Investors
Australia
$1.29M
FHA
1027
Flagship Harbor Advisors
Massachusetts
$1.29M
CC
1028
Citrine Capital
California
$1.29M
IWA
1029
Icon Wealth Advisors
Texas
$1.28M
WAM
1030
Westport Asset Management
Connecticut
$1.28M
MO
1031
McMillan Office
Michigan
$1.28M
HSA
1032
HBK Sorce Advisory
Pennsylvania
$1.27M
NPA
1033
Nichols & Pratt Advisers
Massachusetts
$1.26M
EWM
1034
Evercore Wealth Management
New York
$1.26M
SOAM
1035
SBI Okasan Asset Management
Japan
$1.25M
GAG
1036
GM Advisory Group
New York
$1.25M
DFG
1037
Demars Financial Group
Washington
$1.25M
JSW
1038
Journey Strategic Wealth
New Jersey
$1.25M
AIA
1039
AIMZ Investment Advisors
California
$1.25M
AFG
1040
Atomi Financial Group
New York
$1.24M
CI
1041
Cigna Investments
Connecticut
$1.23M
AIM
1042
Anchor Investment Management
South Carolina
$1.23M
NFG
1043
Nations Financial Group
Iowa
$1.23M
EWA
1044
EverSource Wealth Advisors
Alabama
$1.22M
SFA
1045
Souders Financial Advisors
Ohio
$1.22M
LW
1046
Linscomb Wealth
Texas
$1.22M
FDCP
1047
Foster Dykema Cabot & Partners
Massachusetts
$1.22M
CAM
1048
Carret Asset Management
New York
$1.21M
A
1049
Argentarii
Ohio
$1.21M
AL
1050
ARWA LLC
Texas
$1.2M