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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
RWPA
1176
Richard W. Paul & Associates
Michigan
$798K
GSEP
1177
Golden State Equity Partners
California
$797K
OFS
1178
Orrstown Financial Services
Pennsylvania
$792K
BWM
1179
Baron Wealth Management
Michigan
$791K
MC
1180
Moors & Cabot
Massachusetts
$789K
WTB
1181
Washington Trust Bank
Washington
$786K
TAM
1182
Trillium Asset Management
Massachusetts
$780K
RCM
1183
Radnor Capital Management
Pennsylvania
$773K
LI
1184
Lafayette Investments
Maryland
$771K
FWP
1185
Forefront Wealth Partners
Texas
$762K
AWM
1186
Aprio Wealth Management
Georgia
$761K
IIA
1187
ICW Investment Advisors
Arizona
$755K
FCP
1188
Fidelis Capital Partners
Florida
$747K
DTC
1189
Davidson Trust Company
Washington
$747K
FIT
1190
Financially in Tune
Massachusetts
$746K
LIM
1191
Leavell Investment Management
Alabama
$744K
BHWM
1192
Bar Harbor Wealth Management
New Hampshire
$741K
PCM
1193
Penserra Capital Management
California
$740K
SB
1194
Sunflower Bank
Texas
$738K
BTI
1195
Blue Trust Inc
Georgia
$735K
GAM
1196
Griffin Asset Management
New York
$734K
SS
1197
SBI Securities
Japan
$733K
BFA
1198
Beaumont Financial Advisors
Massachusetts
$731K
CFP
1199
Catalyst Financial Partners
Massachusetts
$731K
MCM
1200
Mendel Capital Management
Arkansas
$726K