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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
CPW
1576
Cove Private Wealth
New York
$303K
PTC
1577
Philadelphia Trust Company
Pennsylvania
$302K
NB
1578
Northwest Bancshares
Pennsylvania
$302K
CIA
1579
Caerus Investment Advisors
Texas
$302K
LCM
1580
LVM Capital Management
Michigan
$301K
CF
1581
Convergence Financial
Missouri
$301K
TW
1582
Traveka Wealth
California
$301K
FNWM
1583
Financial Network Wealth Management
Utah
$299K
VCM
1584
Virtue Capital Management
Tennessee
$299K
PFG
1585
PAX Financial Group
Texas
$298K
CBB
1586
Citizens Business Bank
California
$298K
GWP
1587
Gen-Wealth Partners
Michigan
$296K
MHC
1588
May Hill Capital
Massachusetts
$296K
BFA
1589
Brendel Financial Advisors
New Hampshire
$296K
IWP
1590
Innova Wealth Partners
Pennsylvania
$294K
FWA
1591
FSM Wealth Advisors
Ohio
$293K
HBT
1592
Heartland Bank & Trust
Illinois
$293K
PFA
1593
Pure Financial Advisors
California
$292K
CT
1594
Chicago Trust
Illinois
$291K
BWP
1595
Burling Wealth Partners
Illinois
$290K
ATS
1596
Ashton Thomas Securities
New York
$287K
EP
1597
Essential Partners
California
$286K
OQS
1598
Occudo Quantitative Strategies
Florida
$286K
IAS
1599
Insigneo Advisory Services
Florida
$286K
EGWAG
1600
Elwood & Goetz Wealth Advisory Group
Georgia
$286K