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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
KPWS
601
Kestra Private Wealth Services
Texas
$688K
SFM
602
Systematic Financial Management
New Jersey
$683K
N
603
Natixis
France
$682K
LAM
604
LECAP Asset Management
United Kingdom
$681K
TSS
605
Two Sigma Securities
New York
$673K
FCM
606
Fortis Capital Management
Washington
$670K
AP
607
Anchyra Partners
Georgia
$668K
SWP
608
Sagespring Wealth Partners
Tennessee
$668K
MA
609
MCF Advisors
Kentucky
$665K
NCM
610
Northside Capital Management
Oregon
$663K
PS
611
Principal Securities
Iowa
$657K
AWM
612
Avior Wealth Management
Nebraska
$657K
VT
613
Vise Technologies
New York
$648K
IWA
614
IBEX Wealth Advisors
New Jersey
$642K
WCA
615
Westover Capital Advisors
Delaware
$639K
PWM
616
Perigon Wealth Management
California
$637K
UFF
617
USA Financial Formulas
Michigan
$634K
SGAM
618
Smith Group Asset Management
Texas
$633K
VWA
619
VERITY Wealth Advisors
United States
$628K
HT
620
Heritage Trust
Oklahoma
$626K
RZH
621
Relyea Zuckerberg Hanson
Connecticut
$623K
FAL
622
Focused Alpha LLC
Colorado
$611K
BMCM
623
Bryn Mawr Capital Management
Pennsylvania
$609K
AWM
624
Aries Wealth Management
Maine
$605K
KOCAA
625
Knights of Columbus Asset Advisors
Connecticut
$602K