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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
KFP
1901
Kerr Financial Planning
California
$39.1K
FGA
1902
Fortis Group Advisors
New Jersey
$38.3K
LWMI
1903
Legacy Wealth Management (Idaho)
Idaho
$37K
LC
1904
Lavaca Capital
Texas
$37K
ME
1905
McIlrath & Eck
Washington
$37K
HBW
1906
Hazlett, Burt & Watson
West Virginia
$37K
MWM
1907
Mosley Wealth Management
California
$37K
CCM
1908
Chilton Capital Management
Texas
$36.6K
ACM
1909
Anfield Capital Management
California
$36.6K
DWP
1910
Destiny Wealth Partners
Florida
$35.3K
SIS
1911
Sound Income Strategies
Florida
$35.2K
FPF
1912
First Pacific Financial
Washington
$32.7K
HWA
1913
Heritage Wealth Advisors
Virginia
$32.3K
RS
1914
Rakuten Securities
Japan
$32.3K
AFC
1915
Ares Financial Consulting
California
$32.3K
SSG
1916
Summit Securities Group
New York
$31.9K
S
1917
Sachetta
Massachusetts
$31.9K
SR
1918
Swiss Re
Switzerland
$31.9K
WA
1919
WPG Advisers
Maryland
$31.1K
UFPG
1920
United Financial Planning Group
New York
$31.1K
CAM
1921
Clarity Asset Management
Iowa
$30.9K
GWS
1922
Greykasell Wealth Strategies
California
$30.7K
BTD
1923
BankPlus Trust Department
Mississippi
$30.2K
PP
1924
Pingora Partners
Wyoming
$29.8K
SEP
1925
Signature Equity Partners
Ohio
$28.1K