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S&P Global

2,006 hedge funds and large institutions have $105B invested in S&P Global in 2026 Q2 according to their latest regulatory filings, with 177 funds opening new positions, 698 increasing their positions, 881 reducing their positions, and 247 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more call options, than puts

Call options by funds: $825M | Put options by funds: $534M

1.95% more ownership

Funds ownership: 85.45%87.39% (+1.9%)

3% less capital invested

Capital invested by funds: $109B → $105B (-$3.56B)

5% less funds holding

Funds holding: 2,1192,006 (-113)

21% less repeat investments, than reductions

Existing positions increased: 698 | Existing positions reduced: 881

23% less funds holding in top 10

Funds holding in top 10: 7155 (-16)

28% less first-time investments, than exits

New positions opened: 177 | Existing positions closed: 247

Holders
2,006
Holders Change
-113
Holders Change %
-5.33%
% of All Funds
24.27%
Holding in Top 10
55
Holding in Top 10 Change
-16
Holding in Top 10 Change %
-22.54%
% of All Funds
0.67%
New
177
Increased
698
Reduced
881
Closed
247
Calls
$825M
Puts
$534M
Net Calls
+$291M
Net Calls Change
+$173M
Name Holding Trade Value Shares
Change
Change in
Stake
SIP
2201
Snowwater Investment Partners
Connecticut
-$203K -477 Closed
S
2202
Sunpointe
Missouri
-$203K -477 Closed
RWM
2203
Rockline Wealth Management
New York
-$202K -476 Closed
JGC
2204
J. Goldman & Co
New York
-$201K -473 Closed
AC
2205
Attessa Capital
Arizona
-$200K -471 Closed
OM
2206
OV Management
Minnesota
-$199K -468 Closed
YP
2207
YANKCOM Partnership
South Dakota
-$177K -415 Closed
AGWCA
2208
Annis Gardner Whiting Capital Advisors
Florida
-$157K -370 Closed
CM
2209
Capula Management
Cayman Islands
-$154K -363 Closed
TPWA
2210
Twin Peaks Wealth Advisors
California
-$121K -285 Closed
MR
2211
Munich Reinsurance
-$120K -282 Closed
VC
2212
Vestor Capital
Illinois
-$115K -271 Closed
WSFG
2213
Wall Street Financial Group
Illinois
-$112K -264 Closed
OCM
2214
Osterweis Capital Management
California
-$104K -244 Closed
RFP
2215
Root Financial Partners
California
-$101K -238 Closed
BFM
2216
Brooklands Fund Management
United Kingdom
-$81.2K -202 Closed
TC
2217
Truvestments Capital
Florida
-$67.6K -159 Closed
TLFA
2218
True Link Financial Advisors
California
-$61.7K -145 Closed
WPA
2219
Wealth Preservation Advisors
Tennessee
-$55.3K -130 Closed
MIFH
2220
Migdal Insurance & Financial Holdings
Israel
-$52.7K -124 Closed
MTIC
2221
Missouri Trust & Investment Company
Missouri
-$48.9K -115 Closed
TGY2IT
2222
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$47.2K -111 Closed
DI
2223
DAGCO Inc
Ohio
-$45.5K -107 Closed
CB
2224
Centennial Bank
Arkansas
-$42.5K -100 Closed
GWSA
2225
Global Wealth Strategies & Associates
Colorado
-$42.5K -100 Closed

SPGI Hedge Fund Activity: Q2 2026 in Review

2,006 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in S&P Global (SPGI) for Q2 2026, worth a combined $105B — down 3.3% from $109B a quarter earlier.

Sellers outnumbered buyers: 247 funds closed out of SPGI and 177 opened new positions — a net loss of 70 holders — while 881 trimmed existing stakes and 698 added.

The largest buyer was Eagle Capital Management (New York), adding an estimated $1.12B. The largest seller was Bank of America, cutting an estimated $980M.

  • 2,006 institutional investors held S&P Global (SPGI) as of Q2 2026, down from 2,119 in Q1 2026.
  • Funds reported $105B of S&P Global stock for Q2 2026, down 3.3% quarter-over-quarter.
  • 177 funds opened new S&P Global positions in Q2 2026 and 247 closed out, a net change of -70 holders.
  • The largest S&P Global buyer in Q2 2026 was Eagle Capital Management (New York), an estimated $1.12B added.
  • The largest S&P Global seller in Q2 2026 was Bank of America, an estimated $980M sold.

Based on aggregated 13F filings for Q2 2026.