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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
DWM
1751
Daner Wealth Management
Georgia
$214K
HCM
1752
Hengehold Capital Management
Ohio
$214K
MA
1753
Mezzasalma Advisors
New Jersey
$214K
LSV Asset Management
1754
LSV Asset Management
Illinois
$213K
OAM
1755
Occidental Asset Management
California
$213K
LWMM
1756
Legacy Wealth Management (Mississippi)
Mississippi
$213K
MIM
1757
Marco Investment Management
Georgia
$213K
PS
1758
Portfolio Strategies
New York
$213K
EFSCE
1759
Enterprise Financial Services Corp (EFSC)
Missouri
$212K
PCP
1760
Panoramic Capital Partners
Oregon
$212K
RA
1761
Ruggaard & Associates
Ohio
$211K
PGA
1762
Portland Global Advisors
Maine
$209K
FA
1763
FDx Advisors
Illinois
$209K
CPIA
1764
Cornell Pochily Investment Advisors
New York
$209K
CFA
1765
CWS Financial Advisors
Michigan
$208K
LOWM
1766
Laurel Oak Wealth Management
New Jersey
$208K
FI
1767
Finivi Inc
Massachusetts
$208K
PL
1768
Plancorp LLC
Missouri
$208K
FOA
1769
Five Oceans Advisors
California
$207K
KFI
1770
Key Financial Inc
Pennsylvania
$207K
TTWM
1771
TCV Trust & Wealth Management
Virginia
$207K
VA
1772
Valmark Advisers
Ohio
$207K
CF
1773
Clarity Financial
Texas
$207K
MBT
1774
Montecito Bank & Trust
California
$207K
TPF
1775
Tribridge Partners Financial
Maryland
$207K