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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
WETS
1101
Wealth Enhancement Trust Services
South Dakota
$974K
LS
1102
Livforsakringsbolaget Skandia
Sweden
$974K
HIIFS
1103
Harel Insurance Investments & Financial Services
Israel
$969K
SCP
1104
Stevens Capital Partners
Nebraska
$964K
PA
1105
Procyon Advisors
Connecticut
$963K
TWA
1106
Tulsa Wealth Advisors
Oklahoma
$960K
LIA
1107
Limestone Investment Advisors
New York
$957K
LWAM
1108
Legacy Wealth Asset Management
Minnesota
$955K
IFWM
1109
Institute for Wealth Management
Colorado
$954K
PI
1110
PineBridge Investments
New York
$953K
GC
1111
Guilbault Capital
Louisiana
$953K
MHC
1112
Meyer Handelman Company
New York
$951K
GS
1113
GTS Securities
New York
$946K
TWM
1114
Thrive Wealth Management
Pennsylvania
$941K
SF
1115
Sun Financial
Utah
$939K
HFM
1116
Hartford Funds Management
Pennsylvania
$938K
LC
1117
Lincoln Capital
Nebraska
$937K
CM
1118
CastleKnight Management
New York
$936K
SWGC
1119
Summit Wealth Group (Colorado)
Colorado
$931K
TCM
1120
Tandem Capital Management
New Jersey
$926K
CAM
1121
Congress Asset Management
Massachusetts
$925K
BWP
1122
Barlow Wealth Partners
Kentucky
$923K
ACM
1123
Allred Capital Management
Texas
$920K
SG
1124
StoneX Group
New York
$920K
VWM
1125
Venturi Wealth Management
Texas
$914K