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S&P Global

2,102 hedge funds and large institutions have $109B invested in S&P Global in 2026 Q1 according to their latest regulatory filings, with 209 funds opening new positions, 762 increasing their positions, 872 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:

18% less first-time investments, than exits

New positions opened: 209 | Existing positions closed: 256

21% less capital invested

Capital invested by funds: $138B → $109B (-$29B)

25% less funds holding in top 10

Funds holding in top 10: 9370 (-23)

Holders
2,102
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
70
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
MIM
2226
Meridiem Investment Management
United Kingdom
GA
2227
Goldstein Advisors
Wisconsin
AFW
2228
Avantra Family Wealth
Pennsylvania
BGCP
2229
Bristol Gate Capital Partners
Ontario, Canada
HC
2230
Hamilton Capital
Ohio
HA
2231
Huntleigh Advisors
Missouri
LWP
2232
LeClair Wealth Partners
Ohio
VEA
2233
Virtus ETF Advisers
New York
SFO
2234
Stokes Family Office
Louisiana
ACA
2235
Arsenal Capital Advisors
Pennsylvania
LWM
2236
LeConte Wealth Management
Tennessee
WA
2237
Waystone Advisors
Washington
TIA
2238
Traphagen Investment Advisors
New Jersey
EWS
2239
Eagle Wealth Strategies
New Jersey
CCA
2240
Catalyst Capital Advisors
New York
LC
2241
Lavelle Capital
California
QPWM
2242
Quadrant Private Wealth Management
Pennsylvania
SVWAG
2243
Sound View Wealth Advisors Group
Georgia
FCM
2244
Fieldview Capital Management
Michigan
MFS
2245
Mirabella Financial Services
United Kingdom
CMBA
2246
C.M. Bidwell & Associates
Hawaii
EA
2247
Everpar Advisors
Oklahoma
MUMSS
2248
Mitsubishi UFJ Morgan Stanley Securities
Japan
PIA
2249
Perennial Investment Advisors
California
WCFA
2250
Walkner Condon Financial Advisors
Wisconsin