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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
Q
2226
QVR
California
-$313K -674 Closed
CPA
2227
Capital Planning Advisors
California
-$351K -671 Closed
SPW
2228
Signet Private Wealth
Illinois
-$342K -654 Closed
WMA
2229
William Mack & Associates
Michigan
-$340K -651 Closed
BW
2230
BIP Wealth
Georgia
-$339K -649 Closed
IFA
2231
Index Fund Advisors
California
-$338K -646 Closed
AA
2232
Armis Advisers
Georgia
-$272K -640 Closed
M1FG
2233
Mach-1 Financial Group
Arkansas
-$334K -640 Closed
WW
2234
Wright Wealth
Georgia
-$333K -638 Closed
LMFP
2235
Larry Mathis Financial Planning
Arizona
-$329K -630 Closed
VC
2236
Veracity Capital
Georgia
-$323K -618 Closed
SMC
2237
Smith, Moore & Co
Missouri
-$321K -615 Closed
AFA
2238
AA Financial Advisors
Ohio
-$299K -573 Closed
MA
2239
MJP Associates
Connecticut
-$295K -565 Closed
SIM
2240
Stratos Investment Management
Ohio
-$290K -555 Closed
MA
2241
MONECO Advisors
Connecticut
-$286K -547 Closed
MIM
2242
Meridiem Investment Management
United Kingdom
-$282K -540 Closed
GA
2243
Goldstein Advisors
Wisconsin
-$279K -534 Closed
AFW
2244
Avantra Family Wealth
Pennsylvania
-$277K -530 Closed
BGCP
2245
Bristol Gate Capital Partners
Ontario, Canada
-$277K -530 Closed
HC
2246
Hamilton Capital
Ohio
-$277K -530 Closed
HA
2247
Huntleigh Advisors
Missouri
-$272K -521 Closed
LWP
2248
LeClair Wealth Partners
Ohio
-$272K -521 Closed
VEA
2249
Virtus ETF Advisers
New York
-$272K -521 Closed
SFO
2250
Stokes Family Office
Louisiana
-$270K -516 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.