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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
MWC
2101
MBM Wealth Consultants
Missouri
$1.7K +$1.86K +4 New
TWM
2102
TopTier Wealth Management
Wisconsin
$1.7K +$1.86K +4 New
LA
2103
LM Advisors
California
$1.44K +$81.2K +175 +40%
DF
2104
DecisionPoint Financial
Arizona
$1.28K
GFA
2105
Godfrey Financial Associates
New York
$1.28K
KCM
2106
Key Capital Management
Tennessee
$1.28K +$1.39K +3 New
CTWM
2107
Cherry Tree Wealth Management
Minnesota
$1.06K
CMP
2108
Coston McIsaac & Partners
Maine
$1K
CFD
2109
Creative Financial Designs
Indiana
$851 -$2.32K -5 -71%
MS
2110
Monetary Solutions
Ohio
$851
SA
2111
Seneschal Advisors
Washington
$851
FGAM
2112
Financial Gravity Asset Management
Texas
$851 +$929 +2 New
PWM
2113
Proathlete Wealth Management
Florida
$850
IPS
2114
Investors Portfolio Services
Washington
$745
WBC
2115
West Branch Capital
Massachusetts
$426 -$34.4K -74 -99%
BIM
2116
Breakwater Investment Management
Washington
$426
3FI
2117
3 Factor Indexing
California
$426 +$464 +1 New
RJA
2118
Ross\Johnson & Associates
Minnesota
$425
CW
2119
Curio Wealth
Maryland
$425 +$464 +1 New
Norges Bank
2120
Norges Bank
Norway
-$2.4B -4,590,579 Closed
RPI
2121
Railway Pension Investments
United Kingdom
-$193M -368,900 Closed
SP
2122
Sherman Porfolios
Idaho
-$163M -312,224 Closed
ACP
2123
Atalan Capital Partners
New York
-$162M -310,200 Closed
SAM
2124
Scopus Asset Management
New York
-$88.8M -170,000 Closed
PCM
2125
Prana Capital Management
Connecticut
-$38.9M -83,757 Closed

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.