We are live on ! Find out more
SPGI icon

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
PWP
1601
Phillips Wealth Planners
Mississippi
$285K
RBC
1602
Romano Brothers & Co
Illinois
$285K
KWA
1603
Kingswood Wealth Advisors
California
$285K
Koshinski Asset Management
1604
Koshinski Asset Management
Illinois
$284K
CWM
1605
Cornerstone Wealth Management
Missouri
$283K
BOH
1606
Bank of Hawaii
Hawaii
$283K
TFS
1607
Targeted Financial Services
Florida
$283K
AO
1608
Advisor OS
Illinois
$282K
WANY
1609
Wealthspire Advisors (New York)
New York
$282K
SIA
1610
SGL Investment Advisors
Montana
$282K
SWM
1611
Sculati Wealth Management
Michigan
$280K
MW
1612
MBL Wealth
North Carolina
$279K
TFA
1613
Teamwork Financial Advisors
Texas
$279K
SP
1614
Stablepoint Partners
Massachusetts
$279K
PPW
1615
Pasadena Private Wealth
California
$278K
PJSIMP
1616
P.J. Schmidt Investment Management (PJS)
Wisconsin
$277K
LOIM
1617
Liberty One Investment Management
Illinois
$277K
EA
1618
Eclectic Associates
California
$277K
UOC
1619
University of Chicago
Illinois
$276K
PCS
1620
Personal CFO Solutions
New Jersey
$276K
AIM
1621
Advyzon Investment Management
Illinois
$276K
WA
1622
Wealth Architects
California
$275K
LAM
1623
LECAP Asset Management
United Kingdom
$274K
VCM
1624
Voleon Capital Management
California
$274K
MNBTD
1625
Moody National Bank Trust Division
Texas
$274K