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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
EWM
2001
Evolution Wealth Management
Florida
$8.51K
RWM
2002
RMG Wealth Management
Wisconsin
$8.42K
T
2003
Tidemark
California
$8.37K
GEA
2004
Glen Eagle Advisors
New Jersey
$8.08K
CWM
2005
Copia Wealth Management
Oregon
$8.08K
AEPWM
2006
Atlantic Edge Private Wealth Management
Florida
$7.66K
GCM
2007
Gables Capital Management
Florida
$7.66K
CTB
2008
Country Trust Bank
Illinois
$7.66K
CFG
2009
Clayton Financial Group
Missouri
$7.23K
MWM
2010
Magnolia Wealth Management
Alabama
$7.23K
VWM
2011
Vermillion Wealth Management
Minnesota
$7.23K
CC
2012
Corsicana & Co
Texas
$7.11K
DPW
2013
DiNuzzo Private Wealth
Pennsylvania
$6.81K
TVWM
2014
Tower View Wealth Management
Wisconsin
$6.81K
HIA
2015
HFM Investment Advisors
New Jersey
$6.8K
PP
2016
Pacifica Partners
Canada
$6.8K
CWP
2017
Clark Wealth Partners
Illinois
$6.38K
JFA
2018
JNBA Financial Advisors
Minnesota
$6.38K
FPB
2019
First PREMIER Bank
South Dakota
$6K
SN
2020
Sittner & Nelson
Oregon
$5.96K
OSNBOA
2021
Old Second National Bank of Aurora
Illinois
$5.96K
BH
2022
Burk Holdings
Oklahoma
$5.96K
CIAS
2023
CBIZ Investment Advisory Services
Ohio
$5.53K
SHIM
2024
Stone House Investment Management
Pennsylvania
$5.53K
T
2025
Transce3nd
Texas
$5.53K