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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
VAS
1226
Valicenti Advisory Services
New York
$681K
KWM
1227
Keebeck Wealth Management
Illinois
$679K
BWP
1228
BSW Wealth Partners
Colorado
$676K
CAM
1229
Cozad Asset Management
Illinois
$675K
SIG
1230
Sky Investment Group
Connecticut
$673K
IWA
1231
Invera Wealth Advisors
Oregon
$673K
CIM
1232
Cambria Investment Management
California
$672K
MIM
1233
Moseley Investment Management
Florida
$669K
IWM
1234
IHT Wealth Management
Illinois
$668K
CAI
1235
Capital Advisors Inc
Oklahoma
$668K
SL
1236
SFM LLC
New Hampshire
$667K
TW
1237
ticino wealth
California
$666K
FCM
1238
Fortis Capital Management
Washington
$664K
FAL
1239
Focused Alpha LLC
Colorado
$661K
ECM
1240
Ebert Capital Management
California
$660K
NPT
1241
National Philanthropic Trust
Pennsylvania
$659K
MCM
1242
Militia Capital Management
Texas
$657K
AAMU
1243
AEGON Asset Management (UK)
United Kingdom
$653K
IPW
1244
Impact Partnership Wealth
Georgia
$651K
SWM
1245
Sendero Wealth Management
Texas
$650K
NHT
1246
New Hampshire Trust
New Hampshire
$649K
CCA
1247
Conestoga Capital Advisors
Pennsylvania
$647K
FBT
1248
First Bank & Trust
South Dakota
$647K
NRW
1249
Nova R Wealth
Kansas
$646K
SI
1250
Seeds Investor
New York
$642K