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S&P Global
SPGI

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: 2,199 → 2,119 (-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: 93 → 71 (-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

Top Buyers

Rank Fund Capital Flow
1
TCI Fund Management
TCI Fund Management
United Kingdom
+$1.04B
2
EIG
EdgePoint Investment Group
Ontario, Canada
+$767M
3
Eagle Capital Management (New York)
Eagle Capital Management (New York)
New York
+$662M
4
Wellington Management Group
Wellington Management Group
Massachusetts
+$595M
5
SCP
Soroban Capital Partners
New York
+$566M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$808M
2
Holocene Advisors
Holocene Advisors
New York
-$561M
3
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
-$515M
4
Edgewood Management
Edgewood Management
Connecticut
-$458M
5
Corient Private Wealth
Corient Private Wealth
Florida
-$392M
Name Holding Trade Value Shares
Change 		Change in
Stake
PIWA
2151
Prevail Innovative Wealth Advisors
Kansas
– -$4.94M -9,451 Closed
DCM
2152
Dilation Capital Management
New York
– -$4.62M -8,835 Closed
PCM
2153
Pinnbrook Capital Management
New York
– -$4.6M -8,809 Closed
WFG
2154
Wills Financial Group
Virginia
– -$4.53M -8,667 Closed
PTFIS
2155
Pekao Towarzystwo Funduszy Inwestycyjnych SA
– -$4.31M -8,238 Closed
CCM
2156
Cinctive Capital Management
New York
– -$3.87M -7,398 Closed
DLCIG
2157
D.L. Carlson Investment Group
New Hampshire
– -$3.77M -7,213 Closed
WAM
2158
Watershed Asset Management
California
– -$3.24M -6,200 Closed
VWM
2159
Vivid Wealth Management
Iowa
– -$2.96M -5,668 Closed
GCWM
2160
Guided Capital Wealth Management
Texas
– -$2.78M -5,322 Closed
WG
2161
Winton Group
United Kingdom
– -$2.49M -4,773 Closed
CPC
2162
Consolidated Planning Corp
Georgia
– -$2.43M -4,653 Closed
WR
2163
WD Rutherford
Oregon
– -$2.17M -4,151 Closed
GCM
2164
Greenland Capital Management
New York
– -$2.14M -4,090 Closed
MC
2165
Machina Capital
France
– -$2.06M -3,934 Closed
AWM
2166
Axxcess Wealth Management
California
– -$1.76M -3,369 Closed
FFM
2167
Forum Financial Management
Illinois
– -$1.74M -3,333 Closed
DL
2168
Dockside LLC
New York
– -$1.73M -3,317 Closed
A
2169
AlphaQuest
New York
– -$1.62M -3,096 Closed
WMWM
2170
Whitaker-Myers Wealth Managers
Ohio
– -$1.59M -3,051 Closed
WF
2171
WoodTrust Financial
Wisconsin
– -$1.59M -3,034 Closed
DAS
2172
Diversify Advisory Services
Utah
– -$1.56M -2,856 Closed
OTL
2173
Oak Thistle LLC
New York
– -$1.48M -2,825 Closed
SC
2174
Stance Capital
Massachusetts
– -$1.47M -2,804 Closed
FC
2175
Farringdon Capital
United Kingdom
– -$1.39M -2,651 Closed
85 86
87
88 89

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.