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State Street

1,123 hedge funds and large institutions have $32.2B invested in State Street in 2026 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 425 increasing their positions, 334 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% less capital invested

Capital invested by funds: $33.4B → $32.2B (-$1.26B)

1.52% less ownership

Funds ownership: 92.79%91.27% (-1.5%)

22% less call options, than puts

Call options by funds: $292M | Put options by funds: $373M

Holders
1,123
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$292M
Puts
$373M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DF
451
Donoghue Forlines
Massachusetts
$1.67M
HWM
452
HB Wealth Management
Georgia
$1.67M
AF
453
Alerus Financial
North Dakota
$1.67M
UCFA
454
United Capital Financial Advisors
Texas
$1.67M
FPW
455
Fairvoy Private Wealth
Alabama
$1.67M
NMERB
456
New Mexico Educational Retirement Board
New Mexico
$1.66M
LG
457
LaFleur & Godfrey
Michigan
$1.63M
QCG
458
Quadrant Capital Group
Ohio
$1.61M
CIA
459
Concurrent Investment Advisors
Florida
$1.61M
IG
460
ING Group
Netherlands
$1.6M
Allspring Global Investments
461
Allspring Global Investments
North Carolina
$1.6M
ALMGDA
462
AG2R La Mondiale Gestion d'Actifs
France
$1.6M
DA
463
Denali Advisors
California
$1.6M
DILIC
464
Dai-ichi Life Insurance Company
Japan
$1.57M
IWC
465
Integrated Wealth Concepts
Massachusetts
$1.56M
VA
466
Vident Advisory
Georgia
$1.55M
FA
467
Fiduciary Alliance
South Carolina
$1.54M
Lido Advisors
468
Lido Advisors
California
$1.53M
KeyBank National Association
469
KeyBank National Association
Ohio
$1.53M
RF
470
Robbins Farley
New Hampshire
$1.53M
HNB
471
Huntington National Bank
Ohio
$1.51M
MWA
472
Medallion Wealth Advisors
Connecticut
$1.49M
TMAM
473
Tokio Marine Asset Management
Japan
$1.48M
GCM
474
Graham Capital Management
Connecticut
$1.47M
AWA
475
Aaron Wealth Advisors
Illinois
$1.45M