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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
SF
1301
Symphony Financial
Texas
$552K
LIP
1302
Lighthouse Investment Partners
Florida
$550K
TWM
1303
Trueblood Wealth Management
Ohio
$549K
MAG
1304
Meadowbrook Advisors Group
New Jersey
$547K
PWP
1305
Principle Wealth Partners
Connecticut
$540K
CIC
1306
Carnegie Investment Counsel
Ohio
$536K
UCB
1307
United Community Bank
South Carolina
$535K
YIA
1308
YHB Investment Advisors
Connecticut
$534K
MFA
1309
Mayflower Financial Advisors
Massachusetts
$533K
AFGAS
1310
Allegiance Financial Group Advisory Services
Virginia
$533K
WP
1311
WealthPLAN Partners
Nebraska
$533K
PC
1312
Permanens Capital
New York
$532K
BBWP
1313
Beacon Bridge Wealth Partners
Pennsylvania
$530K
FI
1314
Fosun International
China
$530K
WMA
1315
West Michigan Advisors
Michigan
$529K
NG
1316
Norden Group
Utah
$529K
KCM
1317
Kendall Capital Management
Maryland
$528K
AA
1318
Alta Advisers
United Kingdom
$526K
HT
1319
Heritage Trust
Oklahoma
$526K
FAFN
1320
First Affirmative Financial Network
Colorado
$525K
KAM
1321
Knightsbridge Asset Management
California
$525K
JF
1322
Joule Financial
Kentucky
$524K
FWCM
1323
Ferguson Wellman Capital Management
Oregon
$524K
DWM
1324
Ducere Wealth Management
California
$522K
CCP
1325
Cushing Capital Partners
Wisconsin
$522K