We are live on ! Find out more
SPGI icon

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
CMP
2276
Courage Miller Partners
Virginia
-$239K -458 Closed
NPFS
2277
Novak & Powell Financial Services
Florida
-$239K -457 Closed
JRPIM
2278
Journey Retirement Planning & Investment Management
Idaho
-$239K -456 Closed
TFS
2279
Thoroughbred Financial Services
Tennessee
-$237K -455 Closed
KWA
2280
Kondo Wealth Advisors
California
-$237K -454 Closed
SAI
2281
Systematic Alpha Investments
New Jersey
-$236K -452 Closed
UAG
2282
United Advisor Group
Ohio
-$236K -452 Closed
CC
2283
Courier Capital
New York
-$236K -451 Closed
APP
2284
Avantax Planning Partners
Iowa
-$234K -448 Closed
PCMNC
2285
Piedmont Capital Management (North Carolina)
North Carolina
-$234K -448 Closed
CCG
2286
Catalina Capital Group
California
-$234K -447 Closed
WC
2287
Wynn Capital
Georgia
-$233K -446 Closed
BWM
2288
BCS Wealth Management
Tennessee
-$231K -442 Closed
VBCG
2289
Valley Brook Capital Group
Pennsylvania
-$230K -440 Closed
CF
2290
Claris Financial
Virginia
-$229K -439 Closed
LWM
2291
Lionshead Wealth Management
New York
-$229K -438 Closed
WWM
2292
Westwood Wealth Management
California
-$229K -438 Closed
ACA
2293
Anchor Capital Advisors
Massachusetts
-$227K -434 Closed
AF
2294
ASL Financial
California
-$227K -434 Closed
MLL
2295
Moody Lynn & Lieberson
Massachusetts
-$226K -433 Closed
LSPW
2296
Lake Street Private Wealth
Illinois
-$225K -431 Closed
GWANC
2297
Guardian Wealth Advisors (North Carolina)
North Carolina
-$225K -430 Closed
ML
2298
McAdam LLC
Pennsylvania
-$223K -427 Closed
APM
2299
a16z Perennial Management
California
-$223K -426 Closed
DIM
2300
Delta Investment Management
California
-$221K -424 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.