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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
ACA
2251
Arsenal Capital Advisors
Pennsylvania
-$268K -512 Closed
LWM
2252
LeConte Wealth Management
Tennessee
-$267K -511 Closed
WA
2253
Waystone Advisors
Washington
-$267K -511 Closed
TIA
2254
Traphagen Investment Advisors
New Jersey
-$266K -509 Closed
EWS
2255
Eagle Wealth Strategies
New Jersey
-$265K -508 Closed
CCA
2256
Catalyst Capital Advisors
New York
-$264K -505 Closed
LC
2257
Lavelle Capital
California
-$261K -500 Closed
QPWM
2258
Quadrant Private Wealth Management
Pennsylvania
-$260K -497 Closed
SVWAG
2259
Sound View Wealth Advisors Group
Georgia
-$259K -496 Closed
FCM
2260
Fieldview Capital Management
Michigan
-$259K -495 Closed
MFS
2261
Mirabella Financial Services
United Kingdom
-$259K -495 Closed
CMBA
2262
C.M. Bidwell & Associates
Hawaii
-$258K -494 Closed
EA
2263
Everpar Advisors
Oklahoma
-$255K -488 Closed
MUMSS
2264
Mitsubishi UFJ Morgan Stanley Securities
Japan
-$254K -486 Closed
PIA
2265
Perennial Investment Advisors
California
-$251K -479 Closed
WCFA
2266
Walkner Condon Financial Advisors
Wisconsin
-$249K -477 Closed
RFW
2267
Rainier Family Wealth
Washington
-$249K -476 Closed
IA
2268
IFC Advisors
California
-$246K -470 Closed
SLWA
2269
San Luis Wealth Advisors
California
-$246K -470 Closed
HIGP
2270
Hill Investment Group Partners
Missouri
-$244K -467 Closed
SNBOSD
2271
Security National Bank of So Dak
Iowa
-$244K -467 Closed
TW
2272
TritonPoint Wealth
Maryland
-$243K -464 Closed
LTI
2273
Laffer Tengler Investments
Tennessee
-$241K -462 Closed
LI
2274
LVZ Inc
Michigan
-$241K -461 Closed
WF
2275
Wayfinding Financial
Washington
-$240K -460 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.