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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
ACL
1401
Applied Capital LLC
Florida
$433K
PWA
1402
Provenance Wealth Advisors
Florida
$431K
AIM
1403
Alhambra Investment Management
Florida
$431K
1W
1404
1776 Wealth
Georgia
$430K
AWM
1405
Ameliora Wealth Management
Switzerland
$428K
DE
1406
Defiance ETFs
New York
$428K
CCA
1407
Childress Capital Advisors
Texas
$427K
SP
1408
SmartHarvest Portfolios
Washington
$427K
CAMV
1409
Concord Asset Management (Virginia)
Virginia
$423K
CFFP
1410
Center for Financial Planning
Michigan
$422K
CH
1411
Cromwell Holdings
Wyoming
$422K
PWAM
1412
Private Wealth Asset Management
Iowa
$421K
SIAG
1413
Safeguard Investment Advisory Group
California
$421K
IAIM
1414
International Assets Investment Management
Florida
$420K
FNT
1415
First Nebraska Trust
Nebraska
$419K
GJWM
1416
Gilliland Jeter Wealth Management
Arkansas
$419K
ECM
1417
Elgethun Capital Management
South Dakota
$419K
WB
1418
WesBanco Bank
West Virginia
$416K
ST
1419
Smithfield Trust
Pennsylvania
$414K
VFG
1420
Victory Financial Group
Texas
$413K
SWA
1421
Sax Wealth Advisors
New Jersey
$413K
GBT
1422
Grove Bank & Trust
Florida
$413K
GC
1423
Gilbert & Cook
Iowa
$412K
FFA
1424
First Foundation Advisors
California
$412K
VHAM
1425
Van Hulzen Asset Management
California
$410K