SPGI icon

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
FCG
2276
Fielder Capital Group
Tennessee
JDLA
2277
J. Derek Lewis & Associates
California
CSA
2278
Cornerstone Select Advisors
Missouri
OC
2279
Oarsman Capital
Wisconsin
WB
2280
West Bancorporation
Iowa
BBA
2281
Braun-Bostich & Associates
Pennsylvania
VCWM
2282
Vista Cima Wealth Management
Arizona
IP
2283
Investment Partners
Ohio
TWM
2284
Tanager Wealth Management
United Kingdom
MSWA
2285
Marshall & Sterling Wealth Advisors
New York
BWA
2286
Brave Warrior Advisors
New York
CC
2287
Cadinha & Co
Hawaii
CK
2288
Cohen Klingenstein
New York
WIA
2289
Wetzel Investment Advisors
Indiana
OFW
2290
Omnia Family Wealth
Florida
CAAS
2291
Capital Asset Advisory Services
Michigan
AAMC
2292
Asset Allocation & Management Company
Illinois
BMWM
2293
Brown Miller Wealth Management
Virginia
FPGK
2294
Financial Partners Group (Kansas)
Kansas
JC
2295
JB Capital
Connecticut
AIP
2296
ARS Investment Partners
New York
AWM
2297
Atticus Wealth Management
Florida
CA
2298
Claro Advisors
Massachusetts
FI
2299
FWG Investments
Kentucky
WDL
2300
Well Done LLC
Michigan