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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
TPBG
2351
Turning Point Benefit Group
Maryland
-$23K -44 Closed
PSFG
2352
Park Square Financial Group
Georgia
-$20.4K -41 Closed
IIM
2353
IFC & Insurance Marketing
California
-$18K -34 Closed
CFS
2354
CGC Financial Services
Oregon
-$17.2K -33 Closed
CA
2355
Cresta Advisors
Texas
-$16.7K -32 Closed
LWANC
2356
Laurel Wealth Advisors (North Carolina)
North Carolina
-$13.6K -26 Closed
EI
2357
eCIO Inc
Wisconsin
-$10.5K -20 Closed
LFASL
2358
Lugano Financial Advisors SA (LFA)
Switzerland
-$8.88K -17 Closed
AIP
2359
Alexis Investment Partners
Texas
-$8.36K -16 Closed
MGI
2360
Miller Global Investments
Texas
-$7.84K -15 Closed
SHF
2361
Safe Harbor Fiduciary
Florida
-$6.79K -13 Closed
OC
2362
Optima Capital
Oregon
-$6.27K -12 Closed
QA
2363
Quattro Advisors
Pennsylvania
-$5.75K -11 Closed
VWWMG
2364
Vermillion & White Wealth Management Group
Pennsylvania
-$5.75K -11 Closed
RTC
2365
Riverview Trust Company
Washington
-$5.23K -10 Closed
TFA
2366
Toth Financial Advisory
Virginia
-$4.7K -9 Closed
FF
2367
Friedenthal Financial
New Jersey
-$4.18K -8 Closed
MA
2368
Modus Advisors
Minnesota
-$3.66K -7 Closed
LB
2369
Legacy Bridge
Iowa
-$3.14K -6 Closed
RFA
2370
Reyes Financial Architecture
California
-$2.61K -5 Closed
CWM
2371
Cedar Wealth Management
California
-$2.09K -4 Closed
JWM
2372
Jessup Wealth Management
Ohio
-$1.61K -3 Closed
LIA
2373
Luken Investment Analytics
Tennessee
-$1.57K -3 Closed
WW
2374
Winnow Wealth
Texas
-$1.57K -3 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.