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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
SB
1451
Strategic Blueprint
Georgia
$385K
JTWM
1452
Jackson Thornton Wealth Management
Alabama
$385K
EFS
1453
Essex Financial Services
Connecticut
$385K
PCM
1454
Polymer Capital Management
New York
$383K
FFA
1455
Founders Financial Alliance
North Carolina
$382K
WI
1456
Wealth Intelligence
Georgia
$382K
AIA
1457
Accelerate Investment Advisors
California
$381K
QC
1458
Quent Capital
New York
$381K
SFO
1459
Stenger Family Office
Illinois
$380K
FFA
1460
Fi3 Financial Advisors
Indiana
$380K
KCP
1461
Kera Capital Partners
California
$380K
AWM
1462
Ariadne Wealth Management
California
$377K
SA
1463
Sovran Advisors
California
$376K
ZIM
1464
Zacks Investment Management
Illinois
$376K
AT
1465
Adelphi Trust
Florida
$376K
AF
1466
Alerus Financial
North Dakota
$376K
HCMG
1467
Howard Capital Management Group
California
$376K
MSS
1468
Mitchell Sinkler & Starr
Pennsylvania
$374K
HFRG
1469
Houlihan Financial Resource Group
Virginia
$374K
3IP
1470
3Chopt Investment Partners
Virginia
$373K
NA
1471
Navellier & Associates
Nevada
$372K
WAG
1472
Wilkerson Advisory Group
Missouri
$372K
JIC
1473
Joel Isaacson & Co
New York
$371K
AL
1474
Aspiriant LLC
California
$371K
TWM
1475
Topsail Wealth Management
North Carolina
$370K