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State Street

1,118 hedge funds and large institutions have $32.1B invested in State Street in 2026 Q1 according to their latest regulatory filings, with 139 funds opening new positions, 422 increasing their positions, 333 reducing their positions, and 86 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 → $32.1B (-$1.27B)

1.54% less ownership

Funds ownership: 92.79%91.24% (-1.5%)

22% less call options, than puts

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

Holders
1,118
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
HAG
576
HighPoint Advisor Group
Illinois
$763K
ACA
577
Anchor Capital Advisors
Massachusetts
$762K
HIA
578
Harbor Investment Advisory
Maryland
$761K
EWA
579
EP Wealth Advisors
California
$761K
IIC
580
Ironwood Investment Counsel
Arizona
$760K
IEFM
581
IQ EQ Fund Management
Ireland
$755K
SYBT
582
Stock Yards Bank & Trust
Kentucky
$750K
NDSI
583
Newman Dignan & Sheerar Inc
Rhode Island
$750K
PA
584
Pinnacle Associates
New York
$747K
AC
585
AlphaCore Capital
California
$737K
WSFS
586
Wilmington Savings Fund Society
Delaware
$735K
IFA
587
Index Fund Advisors
California
$717K
DIM
588
Delta Investment Management
California
$714K
CCM
589
Coldstream Capital Management
Washington
$712K
TRCT
590
Tower Research Capital (TRC)
New York
$712K
ACA
591
Atlas Capital Advisors
Wyoming
$708K
MAM
592
Madison Asset Management
Wisconsin
$706K
WE
593
Wealth Effects
Massachusetts
$703K
RGC
594
Roberts, Glore & Co
Illinois
$702K
LFA
595
Legacy Financial Advisors
Kentucky
$700K
I
596
InvesTrust
Oklahoma
$697K
VI
597
Vestcor Inc
New Brunswick, Canada
$689K
KPWS
598
Kestra Private Wealth Services
Texas
$688K
SFM
599
Systematic Financial Management
New Jersey
$683K
N
600
Natixis
France
$682K