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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
HNW
1951
High Note Wealth
Minnesota
$19.6K
BL
1952
BFSG LLC
California
$19.6K
NWM
1953
Nova Wealth Management
Florida
$19.4K
PP
1954
PFS Partners
New Jersey
$19.3K
MAM
1955
Marquette Asset Management
Minnesota
$19.1K
TC
1956
Trust Company
Kansas
$18.7K
RWM
1957
Rialto Wealth Management
New York
$18.7K
FLP
1958
Financial Life Planners
Arizona
$18.5K
CCMI
1959
Creative Capital Management Investments
California
$18.3K
MSWM
1960
Mowery & Schoenfeld Wealth Management
Illinois
$18.3K
SC
1961
Solstein Capital
California
$17.4K
DWM
1962
Dogwood Wealth Management
Kansas
$17.4K
BGA
1963
Battery Global Advisors
Massachusetts
$15.6K
DMIC
1964
Dixon Mitchell Investment Counsel
British Columbia, Canada
$15.3K
OAJ
1965
Ogorek Anthony Joseph
New York
$15K
AW
1966
Avion Wealth
Texas
$15K
UOTTAIMCU
1967
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14.9K
CFM
1968
Cornerstone Financial Management
Massachusetts
$14.9K
SMBT
1969
Southern Michigan Bank & Trust
Michigan
$14.9K
BCA
1970
Bitterroot Capital Advisors
Montana
$14.9K
NFSG
1971
Newbridge Financial Services Group
Florida
$14.8K
IWM
1972
IMG Wealth Management
Florida
$14.5K
NF
1973
Napier Financial
Massachusetts
$14.5K
AWM
1974
Activest Wealth Management
Florida
$13.6K
FC
1975
Fairscale Capital
New Hampshire
$13.6K