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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
IDBONY
1201
Israel Discount Bank of New York
New York
$723K
WPC
1202
Waters Parkerson & Co
Louisiana
$723K
KCM
1203
Kathmere Capital Management
Pennsylvania
$721K
UW
1204
Unique Wealth
Florida
$719K
WFA
1205
Wellspring Financial Advisors
Ohio
$717K
AIM
1206
Arcadia Investment Management
Michigan
$716K
AA
1207
Advisory Alpha
Michigan
$716K
PF
1208
Phoenix Financial
Israel
$713K
ST
1209
Spinnaker Trust
Maine
$712K
LAM
1210
L2 Asset Management
Massachusetts
$711K
TWP
1211
Tyche Wealth Partners
Texas
$710K
N
1212
Numerai
California
$709K
MCA
1213
Magnolia Capital Advisors
Mississippi
$708K
MWM
1214
Modern Wealth Management
Kansas
$702K
EHC
1215
Everett Harris & Co
California
$698K
CIA
1216
Capital Investment Advisors
Georgia
$693K
RA
1217
RiverPark Advisors
New York
$691K
VFA
1218
Voya Financial Advisors
Connecticut
$690K
CNC
1219
Canandaigua National Corp
New York
$689K
CWA
1220
CM Wealth Advisors
Ohio
$688K
HW
1221
Hancock Whitney
Mississippi
$686K
CAMG
1222
CWA Asset Management Group
Florida
$685K
CT
1223
ClearAlpha Technologies
Connecticut
$685K
NCM
1224
Northside Capital Management
Oregon
$684K
GFG
1225
Goldstone Financial Group
Illinois
$683K