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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
NEWAS
2026
N.E.W. Advisory Services
Wisconsin
$5.1K
FRA
2027
Front Row Advisors
California
$5.1K
HFM
2028
Harvest Fund Management
China
$5K
IAS
2029
IMA Advisory Services
Colorado
$4.68K
DWA
2030
Delos Wealth Advisors
Texas
$4.25K
ACA
2031
American Capital Advisory
Idaho
$4.25K
SPF
2032
South Plains Financial
Texas
$4.25K
RBC
2033
Roble Belko & Company
Pennsylvania
$4K
W
2034
WealthCollab
Washington
$3.83K
AG
2035
AmeriFlex Group
Nevada
$3.74K
TLCM
2036
Twin Lakes Capital Management
California
$3.56K
WWM
2037
Wolff Wiese Magana
California
$3.4K
GTAM
2038
Global Trust Asset Management
Florida
$3.4K
SRCM
2039
Signature Resources Capital Management
California
$3.4K
PSB
2040
Piscataqua Savings Bank
New Hampshire
$3.4K
MPW
2041
MASECO Private Wealth
$2.98K
FG
2042
Fairman Group
Pennsylvania
$2.98K
CBT
2043
Crews Bank & Trust
Florida
$2.98K
DCM
2044
Davis Capital Management
Florida
$2.98K
BC
2045
Barrett & Company
Rhode Island
$2.98K
BFS
2046
Burkett Financial Services
South Carolina
$2.58K
NL
2047
NorthAvenue LLC
Ohio
$2.55K
IW
2048
Imprint Wealth
South Carolina
$2.55K
LWM
2049
Lodestone Wealth Management
Washington
$2.55K
PS
2050
PayPay Securities
Japan
$2.18K