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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
RWM
1976
Rialto Wealth Management
New York
$18.7K
FLP
1977
Financial Life Planners
Arizona
$18.5K
CCMI
1978
Creative Capital Management Investments
California
$18.3K
MSWM
1979
Mowery & Schoenfeld Wealth Management
Illinois
$18.3K
SC
1980
Solstein Capital
California
$17.4K
DWM
1981
Dogwood Wealth Management
Kansas
$17.4K
PWM
1982
Positano Wealth Management
$17.4K
ADL
1983
Asset Dedication LLC
California
$16.2K
BGA
1984
Battery Global Advisors
Massachusetts
$15.6K
DMIC
1985
Dixon Mitchell Investment Counsel
British Columbia, Canada
$15.3K
OAJ
1986
Ogorek Anthony Joseph
New York
$15K
AW
1987
Avion Wealth
Texas
$15K
UOTTAIMCU
1988
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$14.9K
CFM
1989
Cornerstone Financial Management
Massachusetts
$14.9K
BCA
1990
Bitterroot Capital Advisors
Montana
$14.9K
SMBT
1991
Southern Michigan Bank & Trust
Michigan
$14.9K
NFSG
1992
Newbridge Financial Services Group
Florida
$14.8K
IWM
1993
IMG Wealth Management
Florida
$14.5K
NF
1994
Napier Financial
Massachusetts
$14.5K
AWM
1995
Activest Wealth Management
Florida
$13.6K
FC
1996
Fairscale Capital
New Hampshire
$13.6K
KG
1997
Kilter Group
New York
$13.2K
RFS
1998
Richardson Financial Services
Massachusetts
$13.2K
SIM
1999
Synergy Investment Management
Florida
$13.2K
CT
2000
Coastline Trust
Rhode Island
$12.8K