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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
AA
1826
Addison Advisors
Vermont
$123K
TPWA
1827
Twin Peaks Wealth Advisors
California
$121K
WB
1828
Webster Bank
Connecticut
$121K
PGAM
1829
Princeton Global Asset Management
New Jersey
$121K
MR
1830
Munich Reinsurance
$120K
DFA
1831
DHJJ Financial Advisors
Illinois
$120K
CPG
1832
Cornerstone Planning Group
New Jersey
$119K
VC
1833
Vestor Capital
Illinois
$115K
HWA
1834
HHM Wealth Advisors
Tennessee
$114K
WSFG
1835
Wall Street Financial Group
Illinois
$112K
SOW
1836
State of Wyoming
Wyoming
$112K
GA
1837
GoalVest Advisory
New York
$111K
WA
1838
Westfuller Advisors
New York
$111K
NS
1839
NBC Securities
Alabama
$110K
HCM
1840
Hollencrest Capital Management
California
$109K
JWA
1841
JFS Wealth Advisors
Pennsylvania
$108K
HHGA
1842
Halbert Hargrove Global Advisors
California
$106K
OA
1843
Operose Advisors
Wisconsin
$106K
OCM
1844
Osterweis Capital Management
California
$104K
FNWA
1845
Financial Network Wealth Advisors
Utah
$103K
PAMS
1846
Pinpoint Asset Management (Singapore)
$103K
C
1847
Covestor
United Kingdom
$102K
BGAI
1848
Bruce G. Allen Investments
Colorado
$102K
RFP
1849
Root Financial Partners
California
$101K
FMP
1850
Financial Management Professionals
Texas
$100K