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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
AWM
1726
Athena Wealth Management
Nevada
$223K
SPWG
1727
Sage Private Wealth Group
Illinois
$222K
KFS
1728
Keynote Financial Services
Connecticut
$221K
FM
1729
Family Management
New York
$221K
FP
1730
Financial Perspectives
Minnesota
$221K
AP
1731
Anchyra Partners
Georgia
$221K
CP
1732
CenterBook Partners
Connecticut
$220K
TCOTS
1733
Trust Company of the South
North Carolina
$220K
MWM
1734
Marion Wealth Management
Pennsylvania
$220K
GIM
1735
Generali Investments Management
Slovenia
$219K
SLA
1736
Silver Lake Advisory
Utah
$219K
PCA
1737
Purkiss Capital Advisors
Connecticut
$219K
TCBWMS
1738
Texas Capital Bank Wealth Management Services
Texas
$219K
LSL
1739
Legacy Solutions LLC
Pennsylvania
$219K
GF
1740
GGM Financials
Ohio
$217K
IWN
1741
Independent Wealth Network
Iowa
$217K
PPG
1742
Peak Planning Group
Colorado
$217K
SIC
1743
Salem Investment Counselors
North Carolina
$217K
VAM
1744
Verity Asset Management
North Carolina
$216K
IRP
1745
Investment Research Partners
Pennsylvania
$216K
CFP
1746
Cascade Financial Partners
California
$216K
GWM
1747
Greenline Wealth Management
Florida
$215K
PFM
1748
Patton Fund Management
Texas
$215K
IA
1749
Integrity Alliance
Iowa
$214K
TWD
1750
True Wealth Design
Ohio
$214K