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S&P Global

2,119 hedge funds and large institutions have $109B invested in S&P Global in 2026 Q1 according to their latest regulatory filings, with 211 funds opening new positions, 767 increasing their positions, 880 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more call options, than puts

Call options by funds: $883M | Put options by funds: $765M

1.66% less ownership

Funds ownership: 87.1%85.45% (-1.7%)

4% less funds holding

Funds holding: 2,1992,119 (-80)

13% less repeat investments, than reductions

Existing positions increased: 767 | Existing positions reduced: 880

17% less first-time investments, than exits

New positions opened: 211 | Existing positions closed: 255

21% less capital invested

Capital invested by funds: $138B → $109B (-$29B)

24% less funds holding in top 10

Funds holding in top 10: 9371 (-22)

Holders
2,119
Holders Change
-80
Holders Change %
-3.64%
% of All Funds
25.93%
Holding in Top 10
71
Holding in Top 10 Change
-22
Holding in Top 10 Change %
-23.66%
% of All Funds
0.87%
New
211
Increased
767
Reduced
880
Closed
255
Calls
$883M
Puts
$765M
Net Calls
+$118M
Net Calls Change
-$256M
Name Holding Trade Value Shares
Change
Change in
Stake
WT
2026
WHI Trust
Illinois
$11.1K
LAS
2027
Lloyd Advisory Services
Georgia
$10.8K -$27.9K -60 -71%
KFG
2028
Kingdom Financial Group
Arizona
$10.8K +$6.04K +13 +108%
BSC
2029
Brown Shipley & Co
United Kingdom
$10.6K +$11.6K +25 New
PF
2030
PlanVest Financial
Maryland
$10.6K +$11.6K +25 New
BFS
2031
Bare Financial Services
Pennsylvania
$10.6K -$4.18K -9 -26%
AS
2032
Altshuler Shaham
Israel
$10.2K -$2.32K -5 -17%
MAFA
2033
MJT & Associates Financial Advisory
Minnesota
$9.78K
MSG
2034
Main Street Group
Virginia
$9.78K +$10.7K +23 New
AIS
2035
Advocate Investing Services
Maryland
$9.36K
TM
2036
Torren Management
California
$8.93K
CMA
2037
Cedar Mountain Advisors
Oregon
$8.51K -$929 -2 -9%
BHWM
2038
Beaird Harris Wealth Management
Texas
$8.51K
EWM
2039
Evolution Wealth Management
Florida
$8.51K +$4.64K +10 +100%
RWM
2040
RMG Wealth Management
Wisconsin
$8.42K
T
2041
Tidemark
California
$8.37K +$6.04K +13 +186%
GEA
2042
Glen Eagle Advisors
New Jersey
$8.08K -$27.9K -60 -76%
CWM
2043
Copia Wealth Management
Oregon
$8.08K
AEPWM
2044
Atlantic Edge Private Wealth Management
Florida
$7.66K
CTB
2045
Country Trust Bank
Illinois
$7.66K
GCM
2046
Gables Capital Management
Florida
$7.66K
CFG
2047
Clayton Financial Group
Missouri
$7.23K -$3.25K -7 -29%
MWM
2048
Magnolia Wealth Management
Alabama
$7.23K +$7.89K +17 New
VWM
2049
Vermillion Wealth Management
Minnesota
$7.23K +$7.89K +17 New
CC
2050
Corsicana & Co
Texas
$7.11K

SPGI Hedge Fund Activity: Q1 2026 in Review

2,119 of the 8,172 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q1 2026, worth a combined $109B — down 21% from $138B a quarter earlier.

Sellers outnumbered buyers: 255 funds closed out of SPGI and 211 opened new positions — a net loss of 44 holders — while 880 trimmed existing stakes and 767 added.

The largest buyer was TCI Fund Management, adding an estimated $1.04B. The largest seller was BlackRock, cutting an estimated $808M.

  • 2,119 institutional investors held S&P Global (SPGI) as of Q1 2026, down from 2,199 in Q4 2025.
  • Funds reported $109B of S&P Global stock for Q1 2026, down 21% quarter-over-quarter.
  • 211 funds opened new S&P Global positions in Q1 2026 and 255 closed out, a net change of -44 holders.
  • The largest S&P Global buyer in Q1 2026 was TCI Fund Management, an estimated $1.04B added.
  • The largest S&P Global seller in Q1 2026 was BlackRock, an estimated $808M sold.

Based on aggregated 13F filings for Q1 2026.