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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
AWE
1251
Avidian Wealth Enterprises
Texas
$642K
OWA
1252
Opal Wealth Advisors
New York
$641K
APW
1253
Aventura Private Wealth
Florida
$638K
AW
1254
Alteri Wealth
California
$637K
OWP
1255
Obermeyer Wealth Partners
Colorado
$636K
JWCA
1256
J.W. Cole Advisors
Florida
$633K
BMCM
1257
Bryn Mawr Capital Management
Pennsylvania
$630K
NGA
1258
Naples Global Advisors
Florida
$630K
VFA
1259
Values First Advisors
Tennessee
$629K
HI
1260
Harbour Investments
Wisconsin
$629K
BCM
1261
Bayesian Capital Management
New York
$629K
CPA
1262
Capital Performance Advisors
California
$629K
TPI
1263
Trust Point Inc
Wisconsin
$628K
JCM
1264
Jacobsen Capital Management
Utah
$627K
TSMHT
1265
Thurston Springer Miller Herd & Titak
Indiana
$622K
SPC
1266
Spirepoint Private Client
Florida
$621K
MWP
1267
Meridian Wealth Partners
Pennsylvania
$619K
CT
1268
Caldwell Trust
Florida
$617K
FFS
1269
Founders Financial Securities
Maryland
$617K
HIP
1270
HUB Investment Partners
Texas
$614K
USCWA
1271
U.S. Capital Wealth Advisors
Texas
$614K
PMA
1272
Prudent Man Advisors
Illinois
$612K
HWMG
1273
Harbour Wealth Management Group
South Carolina
$610K
LHC
1274
Little House Capital
Massachusetts
$607K
CI
1275
Conning Inc
Connecticut
$607K