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S&P Global

2,079 hedge funds and large institutions have $108B invested in S&P Global in 2026 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 753 increasing their positions, 865 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:

20% less first-time investments, than exits

New positions opened: 206 | Existing positions closed: 256

21% less capital invested

Capital invested by funds: $138B → $108B (-$29.4B)

26% less funds holding in top 10

Funds holding in top 10: 9268 (-24)

Holders
2,079
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
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
HNB
1801
Hilltop National Bank
Wyoming
$142K
RYIA
1802
Roehl & Yi Investment Advisors
Oregon
$142K
OC
1803
Oakworth Capital
Alabama
$139K
QWM
1804
Quaker Wealth Management
New Jersey
$135K
OCWP
1805
Owl Creek Wealth Partners
Colorado
$134K
FCAS
1806
First Command Advisory Services
Texas
$128K
HWM
1807
HighMark Wealth Management
Minnesota
$128K
MB
1808
MidFirst Bank
Oklahoma
$125K
AA
1809
Addison Advisors
Vermont
$123K
TPWA
1810
Twin Peaks Wealth Advisors
California
$121K
WB
1811
Webster Bank
Connecticut
$121K
PGAM
1812
Princeton Global Asset Management
New Jersey
$121K
MR
1813
Munich Reinsurance
$120K
DFA
1814
DHJJ Financial Advisors
Illinois
$120K
CPG
1815
Cornerstone Planning Group
New Jersey
$119K
VC
1816
Vestor Capital
Illinois
$115K
HWA
1817
HHM Wealth Advisors
Tennessee
$114K
WSFG
1818
Wall Street Financial Group
Illinois
$112K
SOW
1819
State of Wyoming
Wyoming
$112K
GA
1820
GoalVest Advisory
New York
$111K
WA
1821
Westfuller Advisors
New York
$111K
NS
1822
NBC Securities
Alabama
$110K
HCM
1823
Hollencrest Capital Management
California
$109K
JWA
1824
JFS Wealth Advisors
Pennsylvania
$108K
HHGA
1825
Halbert Hargrove Global Advisors
California
$106K