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S&P Global

2,086 hedge funds and large institutions have $108B invested in S&P Global in 2026 Q1 according to their latest regulatory filings, with 207 funds opening new positions, 755 increasing their positions, 868 reducing their positions, and 258 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: 207 | Existing positions closed: 258

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
2,086
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
AAMC
2301
Asset Allocation & Management Company
Illinois
FPGK
2302
Financial Partners Group (Kansas)
Kansas
BMWM
2303
Brown Miller Wealth Management
Virginia
JC
2304
JB Capital
Connecticut
AIP
2305
ARS Investment Partners
New York
AWM
2306
Atticus Wealth Management
Florida
FI
2307
FWG Investments
Kentucky
CA
2308
Claro Advisors
Massachusetts
WDL
2309
Well Done LLC
Michigan
AWM
2310
Avior Wealth Management
Nebraska
GCM
2311
Goldstream Capital Management
Hong Kong
UFF
2312
USA Financial Formulas
Michigan
CIAM
2313
Caitong International Asset Management
Hong Kong
KAS
2314
Kemnay Advisory Services
New York
QL
2315
Quarry LP
New York
MW
2316
Merited Wealth
Florida
WWA
2317
Wealth Watch Advisors
Colorado
RMC
2318
Resources Management Corp
Connecticut
P
2319
Palladiem
Pennsylvania
HHMI
2320
Howard Hughes Medical Institute
Maryland
TPBG
2321
Turning Point Benefit Group
Maryland
PSFG
2322
Park Square Financial Group
Georgia
IIM
2323
IFC & Insurance Marketing
California
CFS
2324
CGC Financial Services
Oregon
CA
2325
Cresta Advisors
Texas