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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
SFG
1876
Strive Financial Group
Indiana
$66K
GWM
1877
Geneos Wealth Management
Colorado
$65.6K
GSWM
1878
Golden State Wealth Management
California
$65.3K
JGIA
1879
Jackson Grant Investment Advisers
Connecticut
$65.1K
SS
1880
Sunbelt Securities
Texas
$65K
WIM
1881
Westside Investment Management
California
$64.7K
SIC
1882
SJS Investment Consulting
Ohio
$62.5K
ITIM
1883
Indiana Trust & Investment Management
Indiana
$61.7K
TLFA
1884
True Link Financial Advisors
California
$61.7K
WA
1885
Whipplewood Advisors
Colorado
$58.3K
CNBTD
1886
Citizens National Bank Trust Department
Mississippi
$57K
TFA
1887
Transamerica Financial Advisors
Florida
$56.9K
CYG
1888
Clean Yield Group
Vermont
$56.6K
WPA
1889
Wealth Preservation Advisors
Tennessee
$55.3K
DIP
1890
DT Investment Partners
Pennsylvania
$54.9K
SGK
1891
Steigerwald Gordon & Koch
Virginia
$54.4K
HIMS
1892
Hager Investment Management Services
New Hampshire
$53.2K
MFC
1893
Mechanics Financial Corp
Ohio
$53.2K
PWMG
1894
Private Wealth Management Group
New Jersey
$53.2K
HHCP
1895
Hilton Head Capital Partners
South Carolina
$52.7K
MIFH
1896
Migdal Insurance & Financial Holdings
Israel
$52.7K
TF
1897
Tompkins Financial
New York
$48.9K
MTIC
1898
Missouri Trust & Investment Company
Missouri
$48.9K
FFA
1899
Frazier Financial Advisors
Ohio
$48.1K
CI
1900
Clal Insurance
Israel
$48K