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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
MAWA
1526
Moss Adams Wealth Advisors
Washington
$339K
OP
1527
Oslo Pensjonsforsikring
$336K
CA
1528
Cache Advisors
California
$336K
AT
1529
Avalon Trust
New Mexico
$335K
AMCA
1530
Arthur M. Cohen & Associates
Illinois
$335K
MCCA
1531
Mill Creek Capital Advisors
Pennsylvania
$334K
CCWP
1532
Cedar Cove Wealth Partners
Minnesota
$333K
TFM
1533
TFC Financial Management
Massachusetts
$333K
SG
1534
Somerset Group
Minnesota
$332K
AWC
1535
Abundance Wealth Counselors
Pennsylvania
$332K
AC
1536
Apella Capital
Connecticut
$332K
CCMG
1537
Clark Capital Management Group
Pennsylvania
$331K
DWM
1538
Destination Wealth Management
California
$330K
TC
1539
TFR Capital
Texas
$329K
JSAM
1540
J. Safra Asset Management
New York
$329K
PWA
1541
Portus Wealth Advisors
North Carolina
$328K
PFW
1542
Petros Family Wealth
Minnesota
$327K
5NPW
1543
55 North Private Wealth
Florida
$326K
SAM
1544
Stembrook Asset Management
New Jersey
$326K
BMO
1545
Beck Mack & Oliver
New York
$325K
G
1546
Gainplan
Michigan
$325K
BWS
1547
Broadway Wealth Solutions
Texas
$325K
EA
1548
Emerald Advisers
Pennsylvania
$325K
CAL
1549
Capital Advisors Ltd
Ohio
$324K
CIA
1550
Compass Ion Advisors
Pennsylvania
$323K