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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
NSIM
1926
North Star Investment Management
Illinois
$28.1K
AAG
1927
Armstrong Advisory Group
Massachusetts
$27.6K
BONH
1928
Bank of New Hampshire
New Hampshire
$27.6K
BWAM
1929
Boyd Watterson Asset Management
Ohio
$27.2K
SWIM
1930
Smallwood Wealth Investment Management
New Jersey
$27.2K
Q1WB
1931
Quest 10 Wealth Builders
Virginia
$26.6K
EFMH
1932
E Fund Management (HK)
Hong Kong
$26.4K
SWA
1933
SOA Wealth Advisors
New York
$25.6K
SC
1934
SouthState Corp
Florida
$25.5K
FFO
1935
Fortitude Family Office
Arizona
$25.1K
HPBT
1936
Hickory Point Bank & Trust
Illinois
$24.7K
IWS
1937
Intentional Wealth Strategies
Colorado
$24.2K
AWM
1938
Abound Wealth Management
Tennessee
$24.2K
BIAS
1939
Beacon Investment Advisory Services
New Jersey
$23.8K
NWMP
1940
Noble Wealth Management PBC
Colorado
$23.4K
AP
1941
Aspect Partners
Virginia
$23K
VWA
1942
Valued Wealth Advisors
Utah
$22.8K
CVM
1943
Cheviot Value Management
California
$22.1K
MIM
1944
MTM Investment Management
South Carolina
$22.1K
HFS
1945
Horizon Financial Services
North Carolina
$21.7K
TCM
1946
Triumph Capital Management
Colorado
$21.3K
AIA
1947
Aventus Investment Advisors
Florida
$21.3K
IAAG
1948
Innovative Asset Advisors Group
Connecticut
$21.3K
MAM
1949
Meeder Asset Management
Ohio
$20.4K
DF
1950
Dunhill Financial
United Kingdom
$20.2K