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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
PWMG
1876
Private Wealth Management Group
New Jersey
$53.2K
HHCP
1877
Hilton Head Capital Partners
South Carolina
$52.7K
MIFH
1878
Migdal Insurance & Financial Holdings
Israel
$52.7K
TF
1879
Tompkins Financial
New York
$48.9K
MTIC
1880
Missouri Trust & Investment Company
Missouri
$48.9K
FFA
1881
Frazier Financial Advisors
Ohio
$48.1K
CI
1882
Clal Insurance
Israel
$48K
VNA
1883
Valley National Advisers
Pennsylvania
$47K
VIS
1884
Vega Investment Solutions
France
$46.4K
DI
1885
DAGCO Inc
Ohio
$45.5K
BFP
1886
Birchwood Financial Partners
Minnesota
$45.5K
STB
1887
S&T Bank
Pennsylvania
$45.1K
CGA
1888
Compound Global Advisors
Washington
$42.5K
CB
1889
Centennial Bank
Arkansas
$42.5K
RA
1890
Rational Advisors
New York
$42.5K
GWSA
1891
Global Wealth Strategies & Associates
Colorado
$42.5K
JGCM
1892
Joseph Group Capital Management
Ohio
$42.5K
SFAM
1893
Sawyer Falduto Asset Management
Illinois
$42.4K
EWP
1894
Elevation Wealth Partners
California
$42.1K
BSB
1895
Bangor Savings Bank
Maine
$42.1K
DCM
1896
Disciplina Capital Management
Tennessee
$42K
NWS
1897
Nvest Wealth Strategies
Ohio
$41.7K
KFAS
1898
Keating Financial Advisory Services
Kansas
$41.7K
SG
1899
Sankala Group
Colorado
$40.1K
AF
1900
Align Financial
Minnesota
$40K