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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
FWIA
1626
Fort Washington Investment Advisors
Ohio
$273K
RZH
1627
Relyea Zuckerberg Hanson
Connecticut
$273K
NW
1628
Naviter Wealth
Arkansas
$273K
MWM
1629
Mattern Wealth Management
Kansas
$271K
OIS
1630
OneAscent Investment Solutions
Alabama
$271K
SGI
1631
Summit Global Investments
Utah
$270K
SRC
1632
Shufro Rose & Co
New York
$269K
ACM
1633
Avalon Capital Management
California
$269K
GA
1634
Greenspring Advisors
Maryland
$268K
DE
1635
Diversified Enterprises
Delaware
$268K
BFG
1636
Bouchey Financial Group
New York
$267K
SC
1637
Sapient Capital
Indiana
$267K
CFG
1638
Carr Financial Group
Massachusetts
$267K
BCG
1639
Breakwater Capital Group
New Jersey
$266K
ANTB
1640
AMG National Trust Bank
Colorado
$266K
AI
1641
AXS Investments
New York
$265K
ACA
1642
Affinity Capital Advisors
California
$264K
SWM
1643
Stronghold Wealth Management
Florida
$264K
AWA
1644
AGH Wealth Advisors
Kansas
$263K
BFA
1645
Bragg Financial Advisors
North Carolina
$263K
CWA
1646
Canvas Wealth Advisors
Kansas
$262K
RIG
1647
RiverFront Investment Group
Virginia
$261K
ICP
1648
Impact Capital Partners
Colorado
$260K
PA
1649
Planning Alternatives
Michigan
$259K
S
1650
Storgate
Texas
$259K