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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
KG
1976
Kilter Group
New York
$13.2K
RFS
1977
Richardson Financial Services
Massachusetts
$13.2K
SIM
1978
Synergy Investment Management
Florida
$13.2K
CT
1979
Coastline Trust
Rhode Island
$12.8K
HFS
1980
Hughes Financial Services
Virginia
$12.8K
RTL
1981
Red Tortoise LLC
Georgia
$12.7K
GCM
1982
Gunpowder Capital Management
Maryland
$12.3K
GCP
1983
Gill Capital Partners
Colorado
$12.3K
BW
1984
Bravera Wealth
North Dakota
$11.9K
MFT
1985
Moisand Fitzgerald Tamayo
Florida
$11.5K
BHWM
1986
Bay Harbor Wealth Management
Maryland
$11.5K
BLC
1987
Brown, Lisle/Cummings
Rhode Island
$11.5K
WT
1988
WHI Trust
Illinois
$11.1K
LAS
1989
Lloyd Advisory Services
Georgia
$10.8K
KFG
1990
Kingdom Financial Group
Arizona
$10.8K
BSC
1991
Brown Shipley & Co
United Kingdom
$10.6K
PF
1992
PlanVest Financial
Maryland
$10.6K
BFS
1993
Bare Financial Services
Pennsylvania
$10.6K
AS
1994
Altshuler Shaham
Israel
$10.2K
MAFA
1995
MJT & Associates Financial Advisory
Minnesota
$9.78K
MSG
1996
Main Street Group
Virginia
$9.78K
AIS
1997
Advocate Investing Services
Maryland
$9.36K
TM
1998
Torren Management
California
$8.93K
CMA
1999
Cedar Mountain Advisors
Oregon
$8.51K
BHWM
2000
Beaird Harris Wealth Management
Texas
$8.51K