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
HFS
2001
Hughes Financial Services
Virginia
$12.8K
RTL
2002
Red Tortoise LLC
Georgia
$12.7K
GCM
2003
Gunpowder Capital Management
Maryland
$12.3K
GCP
2004
Gill Capital Partners
Colorado
$12.3K
BW
2005
Bravera Wealth
North Dakota
$11.9K
MFT
2006
Moisand Fitzgerald Tamayo
Florida
$11.5K
BHWM
2007
Bay Harbor Wealth Management
Maryland
$11.5K
BLC
2008
Brown, Lisle/Cummings
Rhode Island
$11.5K
WT
2009
WHI Trust
Illinois
$11.1K
LAS
2010
Lloyd Advisory Services
Georgia
$10.8K
KFG
2011
Kingdom Financial Group
Arizona
$10.8K
BSC
2012
Brown Shipley & Co
United Kingdom
$10.6K
PF
2013
PlanVest Financial
Maryland
$10.6K
BFS
2014
Bare Financial Services
Pennsylvania
$10.6K
AS
2015
Altshuler Shaham
Israel
$10.2K
MAFA
2016
MJT & Associates Financial Advisory
Minnesota
$9.78K
MSG
2017
Main Street Group
Virginia
$9.78K
AIS
2018
Advocate Investing Services
Maryland
$9.36K
TM
2019
Torren Management
California
$8.93K
CMA
2020
Cedar Mountain Advisors
Oregon
$8.51K
BHWM
2021
Beaird Harris Wealth Management
Texas
$8.51K
EWM
2022
Evolution Wealth Management
Florida
$8.51K
RWM
2023
RMG Wealth Management
Wisconsin
$8.42K
T
2024
Tidemark
California
$8.37K
GEA
2025
Glen Eagle Advisors
New Jersey
$8.08K