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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
CC
2326
Cadinha & Co
Hawaii
-$209K -400 Closed
CK
2327
Cohen Klingenstein
New York
-$209K -400 Closed
WIA
2328
Wetzel Investment Advisors
Indiana
-$208K -398 Closed
OFW
2329
Omnia Family Wealth
Florida
-$207K -397 Closed
CAAS
2330
Capital Asset Advisory Services
Michigan
-$213K -396 Closed
AAMC
2331
Asset Allocation & Management Company
Illinois
-$206K -395 Closed
BMWM
2332
Brown Miller Wealth Management
Virginia
-$205K -393 Closed
FPGK
2333
Financial Partners Group (Kansas)
Kansas
-$207K -393 Closed
JC
2334
JB Capital
Connecticut
-$204K -391 Closed
AIP
2335
ARS Investment Partners
New York
-$203K -389 Closed
AWM
2336
Atticus Wealth Management
Florida
-$203K -388 Closed
CA
2337
Claro Advisors
Massachusetts
-$201K -385 Closed
FI
2338
FWG Investments
Kentucky
-$201K -385 Closed
AWM
2339
Avior Wealth Management
Nebraska
-$200K -383 Closed
WDL
2340
Well Done LLC
Michigan
-$200K -383 Closed
GCM
2341
Goldstream Capital Management
Hong Kong
-$161K -309 Closed
UFF
2342
USA Financial Formulas
Michigan
-$141K -270 Closed
CIAM
2343
Caitong International Asset Management
Hong Kong
-$98.8K -189 Closed
KAS
2344
Kemnay Advisory Services
New York
-$87.8K -168 Closed
QL
2345
Quarry LP
New York
-$77.3K -148 Closed
MW
2346
Merited Wealth
Florida
-$70K -134 Closed
WWA
2347
Wealth Watch Advisors
Colorado
-$53.3K -102 Closed
RMC
2348
Resources Management Corp
Connecticut
-$37K -70 Closed
P
2349
Palladiem
Pennsylvania
-$36.4K -69 Closed
HHMI
2350
Howard Hughes Medical Institute
Maryland
-$35K -67 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.