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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
VNA
1901
Valley National Advisers
Pennsylvania
$47K
VIS
1902
Vega Investment Solutions
France
$46.4K
BFP
1903
Birchwood Financial Partners
Minnesota
$45.5K
DI
1904
DAGCO Inc
Ohio
$45.5K
STB
1905
S&T Bank
Pennsylvania
$45.1K
CGA
1906
Compound Global Advisors
Washington
$42.5K
CB
1907
Centennial Bank
Arkansas
$42.5K
RA
1908
Rational Advisors
New York
$42.5K
GWSA
1909
Global Wealth Strategies & Associates
Colorado
$42.5K
JGCM
1910
Joseph Group Capital Management
Ohio
$42.5K
SFAM
1911
Sawyer Falduto Asset Management
Illinois
$42.4K
EWP
1912
Elevation Wealth Partners
California
$42.1K
BSB
1913
Bangor Savings Bank
Maine
$42.1K
DCM
1914
Disciplina Capital Management
Tennessee
$42K
NWS
1915
Nvest Wealth Strategies
Ohio
$41.7K
KFAS
1916
Keating Financial Advisory Services
Kansas
$41.7K
SG
1917
Sankala Group
Colorado
$40.1K
AF
1918
Align Financial
Minnesota
$40K
KFP
1919
Kerr Financial Planning
California
$39.1K
FGA
1920
Fortis Group Advisors
New Jersey
$38.3K
LC
1921
Lavaca Capital
Texas
$37K
LWMI
1922
Legacy Wealth Management (Idaho)
Idaho
$37K
ME
1923
McIlrath & Eck
Washington
$37K
HBW
1924
Hazlett, Burt & Watson
West Virginia
$37K
MWM
1925
Mosley Wealth Management
California
$37K