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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
SDAM
1376
Shulman DeMeo Asset Management
New York
$455K
AAS
1377
Ameritas Advisory Services
Nebraska
$455K
AFP
1378
Ausdal Financial Partners
Iowa
$454K
EAM
1379
Empirical Asset Management
Massachusetts
$453K
SWA
1380
Stratos Wealth Advisors
Ohio
$451K
HL
1381
HeadInvest LLC
Maine
$450K
MGIA
1382
Moneta Group Investment Advisors
Missouri
$450K
PFA
1383
Plotkin Financial Advisors
Maryland
$450K
OF
1384
Optimize Financial
California
$447K
SAM
1385
S.A. Mason
Michigan
$447K
NRC
1386
New Republic Capital
North Carolina
$447K
LCWM
1387
Legacy Capital Wealth Management
Texas
$446K
ACP
1388
Argyle Capital Partners
California
$445K
CBT
1389
CoreFirst Bank & Trust
Kansas
$442K
FPW
1390
Flywheel Private Wealth
California
$442K
FG
1391
Fiduciary Group
Georgia
$441K
RSS
1392
Rosenblum Silverman Sutton
California
$440K
GFA
1393
Gallagher Fiduciary Advisors
Illinois
$439K
WCM
1394
Winthrop Capital Management
Indiana
$439K
PWMG
1395
Prestige Wealth Management Group
New Jersey
$438K
CC
1396
Centiva Capital
New York
$438K
EPIME
1397
Evelyn Partners Investment Management (Europe)
$437K
FNBTCON
1398
First National Bank & Trust Co of Newtown
Pennsylvania
$436K
GWP
1399
Gateway Wealth Partners
Wisconsin
$433K
RPWA
1400
Regent Peak Wealth Advisors
Georgia
$433K