We are live on ! Find out more
SPGI icon

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
SWA
1951
SOA Wealth Advisors
New York
$25.6K
SC
1952
SouthState Corp
Florida
$25.5K
FFO
1953
Fortitude Family Office
Arizona
$25.1K
HPBT
1954
Hickory Point Bank & Trust
Illinois
$24.7K
IWS
1955
Intentional Wealth Strategies
Colorado
$24.2K
AWM
1956
Abound Wealth Management
Tennessee
$24.2K
BIAS
1957
Beacon Investment Advisory Services
New Jersey
$23.8K
NWMP
1958
Noble Wealth Management PBC
Colorado
$23.4K
AP
1959
Aspect Partners
Virginia
$23K
VWA
1960
Valued Wealth Advisors
Utah
$22.8K
CVM
1961
Cheviot Value Management
California
$22.1K
MIM
1962
MTM Investment Management
South Carolina
$22.1K
HFS
1963
Horizon Financial Services
North Carolina
$21.7K
TCM
1964
Triumph Capital Management
Colorado
$21.3K
AIA
1965
Aventus Investment Advisors
Florida
$21.3K
IAAG
1966
Innovative Asset Advisors Group
Connecticut
$21.3K
MAM
1967
Meeder Asset Management
Ohio
$20.4K
WG
1968
Wellington Group
Indiana
$20.4K
DF
1969
Dunhill Financial
United Kingdom
$20.2K
HNW
1970
High Note Wealth
Minnesota
$19.6K
BL
1971
BFSG LLC
California
$19.6K
NWM
1972
Nova Wealth Management
Florida
$19.4K
PP
1973
PFS Partners
New Jersey
$19.3K
MAM
1974
Marquette Asset Management
Minnesota
$19.1K
TC
1975
Trust Company
Kansas
$18.7K