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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
OA
1826
Operose Advisors
Wisconsin
$106K
OCM
1827
Osterweis Capital Management
California
$104K
FNWA
1828
Financial Network Wealth Advisors
Utah
$103K
PAMS
1829
Pinpoint Asset Management (Singapore)
$103K
C
1830
Covestor
United Kingdom
$102K
BGAI
1831
Bruce G. Allen Investments
Colorado
$102K
RFP
1832
Root Financial Partners
California
$101K
FMP
1833
Financial Management Professionals
Texas
$100K
FC
1834
Financial Consulate
Maryland
$94.4K
CT
1835
Clearstead Trust
Maine
$92.7K
MWA
1836
Medallion Wealth Advisors
Connecticut
$90.2K
BFPW
1837
BOK Financial Private Wealth
Colorado
$89.7K
HDIM
1838
Hanson & Doremus Investment Management
Vermont
$87K
AT
1839
Arlington Trust
Alabama
$85.9K
CPBTD
1840
Central Pacific Bank - Trust Division
Hawaii
$84.2K
YDMI
1841
Y.D. More Investments
Israel
$82.9K
AP
1842
Atwood & Palmer
Missouri
$82.6K
BFM
1843
Brooklands Fund Management
United Kingdom
$81.2K
MCM
1844
MV Capital Management
Maryland
$79.1K
EWM
1845
Evermay Wealth Management
Virginia
$78.3K
WSCM
1846
Wellington Shields Capital Management
New York
$77K
MWM
1847
Mascoma Wealth Management
New Hampshire
$77K
DCM
1848
Dorato Capital Management
Colorado
$76.9K
TCM
1849
TD Capital Management
Tennessee
$76.6K
AFG
1850
Albion Financial Group
Utah
$76.6K