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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
CCM
1926
Chilton Capital Management
Texas
$36.6K
ACM
1927
Anfield Capital Management
California
$36.6K
DWP
1928
Destiny Wealth Partners
Florida
$35.3K
SIS
1929
Sound Income Strategies
Florida
$35.2K
FPF
1930
First Pacific Financial
Washington
$32.7K
HWA
1931
Heritage Wealth Advisors
Virginia
$32.3K
RS
1932
Rakuten Securities
Japan
$32.3K
AFC
1933
Ares Financial Consulting
California
$32.3K
SSG
1934
Summit Securities Group
New York
$31.9K
S
1935
Sachetta
Massachusetts
$31.9K
SR
1936
Swiss Re
Switzerland
$31.9K
WA
1937
WPG Advisers
Maryland
$31.1K
UFPG
1938
United Financial Planning Group
New York
$31.1K
CAM
1939
Clarity Asset Management
Iowa
$30.9K
GWS
1940
Greykasell Wealth Strategies
California
$30.7K
BTD
1941
BankPlus Trust Department
Mississippi
$30.2K
PP
1942
Pingora Partners
Wyoming
$29.8K
SEP
1943
Signature Equity Partners
Ohio
$28.1K
NSIM
1944
North Star Investment Management
Illinois
$28.1K
AAG
1945
Armstrong Advisory Group
Massachusetts
$27.6K
BONH
1946
Bank of New Hampshire
New Hampshire
$27.6K
BWAM
1947
Boyd Watterson Asset Management
Ohio
$27.2K
SWIM
1948
Smallwood Wealth Investment Management
New Jersey
$27.2K
Q1WB
1949
Quest 10 Wealth Builders
Virginia
$26.6K
EFMH
1950
E Fund Management (HK)
Hong Kong
$26.4K