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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
1WA
1651
180 Wealth Advisors
Washington
$258K
MIP
1652
Marietta Investment Partners
Wisconsin
$258K
WLIM
1653
White Lighthouse Investment Management
Massachusetts
$255K
PAM
1654
Paradigm Asset Management
New York
$255K
SCM
1655
Sunbeam Capital Management
Georgia
$255K
GC
1656
Grimes & Company
Massachusetts
$254K
V
1657
VeraBank
Texas
$254K
CA
1658
COFG Advisors
Illinois
$253K
SCM
1659
Sone Capital Management
New York
$252K
CA
1660
Commerce Advisors
Tennessee
$252K
JMFC
1661
J.M. Forbes & Co
Massachusetts
$251K
KTC
1662
Kentucky Trust Company
Kentucky
$251K
TA
1663
TrueWealth Advisors
Alabama
$250K
SIC
1664
Samalin Investment Counsel
New York
$250K
EW
1665
Elyxium Wealth
California
$250K
CB
1666
Community Bank
New York
$250K
WCM
1667
Wedge Capital Management
North Carolina
$250K
OFS
1668
OneAscent Financial Services
Alabama
$249K
MMCM
1669
Murphy & Mullick Capital Management
New York
$249K
EWA
1670
Eagle Wealth Advisors
Connecticut
$249K
BHCM
1671
Brevan Howard Capital Management
Jersey
$249K
NWAG
1672
Net Worth Advisory Group
Utah
$249K
IP
1673
Isthmus Partners
Wisconsin
$248K
ORAM
1674
One River Asset Management
Connecticut
$247K
IFS
1675
Ifrah Financial Services
Arkansas
$247K