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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
IQI
2176
Integrated Quantitative Investments
Washington
-$1.24M -2,369 Closed
SP
2177
Saranac Partners
-$1.2M -2,305 Closed
SMA
2178
Sage Mountain Advisors
Georgia
-$1.2M -2,299 Closed
SAM
2179
Synergy Asset Management
Washington
-$1.15M -2,192 Closed
TSS
2180
Two Sigma Securities
New York
-$1.07M -2,050 Closed
ZI
2181
ZEGA Investments
Florida
-$1.02M -1,957 Closed
FA
2182
Faithward Advisors
Pennsylvania
-$971K -1,858 Closed
RIA
2183
Realta Investment Advisors
Delaware
-$969K -1,854 Closed
BBP
2184
Banco BTG Pactual
Brazil
-$957K -1,831 Closed
OPW
2185
Osprey Private Wealth
New York
-$944K -1,807 Closed
SMA
2186
Seven Mile Advisory
New Jersey
-$912K -1,744 Closed
GIA
2187
Gladstone Institutional Advisory
Florida
-$860K -1,644 Closed
CP
2188
Covenant Partners
Tennessee
-$832K -1,593 Closed
SRM
2189
Shelter Rock Management
New York
-$759K -1,452 Closed
RSC
2190
Red Spruce Capital
Pennsylvania
-$755K -1,444 Closed
WI
2191
WBI Investments
New Jersey
-$752K -1,438 Closed
WWM
2192
Whalen Wealth Management
Nevada
-$748K -1,432 Closed
FA
2193
Fedenia Advisers
Wisconsin
-$738K -1,413 Closed
LJCM
2194
Lee Johnson Capital Management
Texas
-$725K -1,387 Closed
CBUSF
2195
Construction & Building Unions Superannuation Fund
Australia
-$669K -1,280 Closed
1M
2196
1248 Management
Missouri
-$624K -1,195 Closed
BC
2197
Burney Company
Virginia
-$578K -1,106 Closed
BFM
2198
Boothbay Fund Management
New York
-$500K -1,078 Closed
HFO
2199
Heritage Family Offices
Arizona
-$553K -1,058 Closed
SL
2200
Summitry LLC
California
-$550K -1,052 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.