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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
ACIM
1426
Azimuth Capital Investment Management
Michigan
$410K
AA
1427
Acorns Advisers
California
$410K
HWMT
1428
Heritage Wealth Management (Texas)
Texas
$409K
CAG
1429
Csenge Advisory Group
Florida
$408K
AWM
1430
Accel Wealth Management
Iowa
$407K
CWA
1431
Cornerstone Wealth Advisors
Minnesota
$406K
XF
1432
XML Financial
Maryland
$401K
SYBT
1433
Stock Yards Bank & Trust
Kentucky
$401K
CB
1434
CNB Bank
Pennsylvania
$400K
IIL
1435
Income Insurance Ltd
$400K
CFO
1436
Cambient Family Office
Michigan
$397K
PJWM
1437
Philip James Wealth Mangement
Georgia
$396K
SC
1438
Sepio Capital
Utah
$395K
CTA
1439
Clear Trail Advisors
Texas
$394K
RWM
1440
Revisor Wealth Management
Ohio
$394K
NWM
1441
Northwest Wealth Management
Iowa
$393K
WCP
1442
Wick Capital Partners
Pennsylvania
$392K
AFT
1443
Alpha Family Trust
California
$391K
IFU
1444
iSAM Funds (UK)
United Kingdom
$390K
MGWM
1445
Marks Group Wealth Management
Minnesota
$389K
BWP
1446
Balboa Wealth Partners
Arizona
$389K
CA
1447
CoreCap Advisors
Michigan
$389K
PWS
1448
Peterson Wealth Services
Utah
$388K
SAM
1449
Strategy Asset Managers
California
$387K
HH
1450
Hilltop Holdings
Texas
$386K