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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
CWM
2026
Copia Wealth Management
Oregon
$8.08K
AEPWM
2027
Atlantic Edge Private Wealth Management
Florida
$7.66K
CTB
2028
Country Trust Bank
Illinois
$7.66K
GCM
2029
Gables Capital Management
Florida
$7.66K
CFG
2030
Clayton Financial Group
Missouri
$7.23K
MWM
2031
Magnolia Wealth Management
Alabama
$7.23K
VWM
2032
Vermillion Wealth Management
Minnesota
$7.23K
CC
2033
Corsicana & Co
Texas
$7.11K
DPW
2034
DiNuzzo Private Wealth
Pennsylvania
$6.81K
TVWM
2035
Tower View Wealth Management
Wisconsin
$6.81K
HIA
2036
HFM Investment Advisors
New Jersey
$6.8K
PP
2037
Pacifica Partners
Canada
$6.8K
CWP
2038
Clark Wealth Partners
Illinois
$6.38K
JFA
2039
JNBA Financial Advisors
Minnesota
$6.38K
FPB
2040
First PREMIER Bank
South Dakota
$6K
OSNBOA
2041
Old Second National Bank of Aurora
Illinois
$5.96K
SN
2042
Sittner & Nelson
Oregon
$5.96K
BH
2043
Burk Holdings
Oklahoma
$5.96K
CIAS
2044
CBIZ Investment Advisory Services
Ohio
$5.53K
SHIM
2045
Stone House Investment Management
Pennsylvania
$5.53K
T
2046
Transce3nd
Texas
$5.53K
FRA
2047
Front Row Advisors
California
$5.1K
NEWAS
2048
N.E.W. Advisory Services
Wisconsin
$5.1K
HFM
2049
Harvest Fund Management
China
$5K
IAS
2050
IMA Advisory Services
Colorado
$4.68K