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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
RFW
2251
Rainier Family Wealth
Washington
IA
2252
IFC Advisors
California
SLWA
2253
San Luis Wealth Advisors
California
HIGP
2254
Hill Investment Group Partners
Missouri
SNBOSD
2255
Security National Bank of So Dak
Iowa
TW
2256
TritonPoint Wealth
Maryland
LTI
2257
Laffer Tengler Investments
Tennessee
LI
2258
LVZ Inc
Michigan
WF
2259
Wayfinding Financial
Washington
CMP
2260
Courage Miller Partners
Virginia
NPFS
2261
Novak & Powell Financial Services
Florida
JRPIM
2262
Journey Retirement Planning & Investment Management
Idaho
TFS
2263
Thoroughbred Financial Services
Tennessee
KWA
2264
Kondo Wealth Advisors
California
SAI
2265
Systematic Alpha Investments
New Jersey
UAG
2266
United Advisor Group
Ohio
CC
2267
Courier Capital
New York
APP
2268
Avantax Planning Partners
Iowa
PCMNC
2269
Piedmont Capital Management (North Carolina)
North Carolina
CCG
2270
Catalina Capital Group
California
WC
2271
Wynn Capital
Georgia
BWM
2272
BCS Wealth Management
Tennessee
VBCG
2273
Valley Brook Capital Group
Pennsylvania
CF
2274
Claris Financial
Virginia
LWM
2275
Lionshead Wealth Management
New York