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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
LWMI
2226
Legacy Wealth Management (Idaho)
Idaho
-$37K -87 Closed
DWP
2227
Destiny Wealth Partners
Florida
-$35.3K -83 Closed
SIS
2228
Sound Income Strategies
Florida
-$35.2K -83 Closed
RS
2229
Rakuten Securities
Japan
-$32.3K -76 Closed
CAM
2230
Clarity Asset Management
Iowa
-$30.9K -73 Closed
IWS
2231
Intentional Wealth Strategies
Colorado
-$24.2K -57 Closed
NWMP
2232
Noble Wealth Management PBC
Colorado
-$23.4K -55 Closed
IAAG
2233
Innovative Asset Advisors Group
Connecticut
-$21.3K -50 Closed
TC
2234
Trust Company
Kansas
-$18.7K -44 Closed
BCA
2235
Bitterroot Capital Advisors
Montana
-$14.9K -35 Closed
BW
2236
Bravera Wealth
North Dakota
-$11.9K -28 Closed
BSC
2237
Brown Shipley & Co
United Kingdom
-$10.6K -25 Closed
CFG
2238
Clayton Financial Group
Missouri
-$7.23K -17 Closed
MWM
2239
Magnolia Wealth Management
Alabama
-$7.23K -17 Closed
VWM
2240
Vermillion Wealth Management
Minnesota
-$7.23K -17 Closed
JFA
2241
JNBA Financial Advisors
Minnesota
-$6.38K -15 Closed
OSNBOA
2242
Old Second National Bank of Aurora
Illinois
-$5.96K -14 Closed
SPF
2243
South Plains Financial
Texas
-$4.25K -10 Closed
PSB
2244
Piscataqua Savings Bank
New Hampshire
-$3.4K -8 Closed
SRCM
2245
Signature Resources Capital Management
California
-$3.4K -8 Closed
LWM
2246
Lodestone Wealth Management
Washington
-$2.55K -6 Closed
CJ
2247
Caitlin John
Michigan
-$2.13K -5 Closed
ECM
2248
Estabrook Capital Management
New York
-$1.7K -4 Closed
MWC
2249
MBM Wealth Consultants
Missouri
-$1.7K -4 Closed
TWM
2250
TopTier Wealth Management
Wisconsin
-$1.7K -4 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.