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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
CSA
2301
Cornerstone Select Advisors
Missouri
OC
2302
Oarsman Capital
Wisconsin
WB
2303
West Bancorporation
Iowa
BBA
2304
Braun-Bostich & Associates
Pennsylvania
VCWM
2305
Vista Cima Wealth Management
Arizona
IP
2306
Investment Partners
Ohio
MSWA
2307
Marshall & Sterling Wealth Advisors
New York
TWM
2308
Tanager Wealth Management
United Kingdom
BWA
2309
Brave Warrior Advisors
New York
CC
2310
Cadinha & Co
Hawaii
CK
2311
Cohen Klingenstein
New York
WIA
2312
Wetzel Investment Advisors
Indiana
OFW
2313
Omnia Family Wealth
Florida
CAAS
2314
Capital Asset Advisory Services
Michigan
AAMC
2315
Asset Allocation & Management Company
Illinois
BMWM
2316
Brown Miller Wealth Management
Virginia
FPGK
2317
Financial Partners Group (Kansas)
Kansas
JC
2318
JB Capital
Connecticut
AIP
2319
ARS Investment Partners
New York
AWM
2320
Atticus Wealth Management
Florida
CA
2321
Claro Advisors
Massachusetts
FI
2322
FWG Investments
Kentucky
AWM
2323
Avior Wealth Management
Nebraska
WDL
2324
Well Done LLC
Michigan
GCM
2325
Goldstream Capital Management
Hong Kong