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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
SBCM
1151
Silverberg Bernstein Capital Management
New York
$851K
RS
1152
R Squared
Hong Kong
$851K
TIAA Trust, National Association
1153
TIAA Trust, National Association
North Carolina
$848K
BRWA
1154
B. Riley Wealth Advisors
Florida
$846K
PPW
1155
Parcion Private Wealth
Washington
$845K
BHPW
1156
Beverly Hills Private Wealth
California
$844K
JFG
1157
Jefferies Financial Group
New York
$844K
PP
1158
PDS Planning
Ohio
$842K
GIA
1159
Gateway Investment Advisers
Ohio
$840K
GWAM
1160
Guardian Wealth Advisors (Minnesota)
Minnesota
$835K
LA
1161
LVW Advisors
New York
$835K
OHWP
1162
Oak Harbor Wealth Partners
North Carolina
$832K
OWA
1163
Outlook Wealth Advisors
Texas
$831K
DLA
1164
Douglas Lane & Associates
New York
$830K
SL
1165
Sentinus LLC
Illinois
$829K
PK
1166
Pflug Koory
Nebraska
$826K
BCM
1167
Barden Capital Management
Texas
$823K
MNA
1168
Manning & Napier Advisors
New York
$819K
T
1169
TOBAM
France
$817K
RCAG
1170
Rehmann Capital Advisory Group
Michigan
$813K
SWM
1171
SHP Wealth Management
Massachusetts
$812K
PCMH
1172
Polymer Capital Management (HK)
Hong Kong
$812K
HIP
1173
Harrell Investment Partners
Texas
$809K
PE
1174
PCM Encore
Colorado
$807K
LFA
1175
Legacy Financial Advisors
Kentucky
$805K