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S&P Global

2,079 hedge funds and large institutions have $108B invested in S&P Global in 2026 Q1 according to their latest regulatory filings, with 206 funds opening new positions, 753 increasing their positions, 865 reducing their positions, and 256 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

20% less first-time investments, than exits

New positions opened: 206 | Existing positions closed: 256

21% less capital invested

Capital invested by funds: $138B → $108B (-$29.4B)

26% less funds holding in top 10

Funds holding in top 10: 9268 (-24)

Holders
2,079
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
68
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$883M
Puts
$765M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
2226
Perennial Investment Advisors
California
WCFA
2227
Walkner Condon Financial Advisors
Wisconsin
RFW
2228
Rainier Family Wealth
Washington
IA
2229
IFC Advisors
California
SLWA
2230
San Luis Wealth Advisors
California
HIGP
2231
Hill Investment Group Partners
Missouri
SNBOSD
2232
Security National Bank of So Dak
Iowa
TW
2233
TritonPoint Wealth
Maryland
LTI
2234
Laffer Tengler Investments
Tennessee
LI
2235
LVZ Inc
Michigan
WF
2236
Wayfinding Financial
Washington
CMP
2237
Courage Miller Partners
Virginia
NPFS
2238
Novak & Powell Financial Services
Florida
JRPIM
2239
Journey Retirement Planning & Investment Management
Idaho
TFS
2240
Thoroughbred Financial Services
Tennessee
KWA
2241
Kondo Wealth Advisors
California
UAG
2242
United Advisor Group
Ohio
SAI
2243
Systematic Alpha Investments
New Jersey
CC
2244
Courier Capital
New York
APP
2245
Avantax Planning Partners
Iowa
PCMNC
2246
Piedmont Capital Management (North Carolina)
North Carolina
CCG
2247
Catalina Capital Group
California
WC
2248
Wynn Capital
Georgia
BWM
2249
BCS Wealth Management
Tennessee
VBCG
2250
Valley Brook Capital Group
Pennsylvania