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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
SPC
1351
Sigma Planning Corp
Michigan
$492K
HCM
1352
Howard Capital Management
Georgia
$491K
EV
1353
EJMK Ventures
Illinois
$489K
LFAS
1354
Level Four Advisory Services
Texas
$487K
WC
1355
Woodstock Corp
Massachusetts
$484K
AAM
1356
AR Asset Management
California
$482K
PWM
1357
Peck Wealth Management
New York
$481K
ALA
1358
Atlas Legacy Advisors
California
$480K
OL
1359
Optas LLC
Texas
$479K
EFG
1360
Embree Financial Group
Illinois
$478K
IP
1361
Indivisible Partners
Florida
$478K
DMBA
1362
Deseret Mutual Benefit Administrators
Utah
$473K
ESBC
1363
E.S. Barr & Co
Kentucky
$468K
PCM
1364
Permanent Capital Management
Illinois
$467K
CAM
1365
Cidel Asset Management
Ontario, Canada
$466K
FMLI
1366
Fukoku Mutual Life Insurance
Japan
$465K
FB
1367
Fulton Bank
Pennsylvania
$465K
MA
1368
Mutual Advisors
Nebraska
$462K
PL
1369
Perpetual Ltd
Australia
$462K
SFC
1370
SYM Financial Corp
Indiana
$461K
WFI
1371
West Family Investments
California
$458K
VVP
1372
Venture Visionary Partners
Ohio
$457K
TWM
1373
TRB Wealth Management
Texas
$457K
PCM
1374
Prelude Capital Management
New York
$457K
VCA
1375
Verdence Capital Advisors
Maryland
$456K