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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
AWM
2301
Avior Wealth Management
Nebraska
GCM
2302
Goldstream Capital Management
Hong Kong
UFF
2303
USA Financial Formulas
Michigan
CIAM
2304
Caitong International Asset Management
Hong Kong
KAS
2305
Kemnay Advisory Services
New York
QL
2306
Quarry LP
New York
MW
2307
Merited Wealth
Florida
WWA
2308
Wealth Watch Advisors
Colorado
RMC
2309
Resources Management Corp
Connecticut
P
2310
Palladiem
Pennsylvania
HHMI
2311
Howard Hughes Medical Institute
Maryland
TPBG
2312
Turning Point Benefit Group
Maryland
PSFG
2313
Park Square Financial Group
Georgia
IIM
2314
IFC & Insurance Marketing
California
CFS
2315
CGC Financial Services
Oregon
CA
2316
Cresta Advisors
Texas
LWANC
2317
Laurel Wealth Advisors (North Carolina)
North Carolina
EI
2318
eCIO Inc
Wisconsin
LFASL
2319
Lugano Financial Advisors SA (LFA)
Switzerland
AIP
2320
Alexis Investment Partners
Texas
MGI
2321
Miller Global Investments
Texas
SHF
2322
Safe Harbor Fiduciary
Florida
OC
2323
Optima Capital
Oregon
QA
2324
Quattro Advisors
Pennsylvania
VWWMG
2325
Vermillion & White Wealth Management Group
Pennsylvania