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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
LAM
601
LECAP Asset Management
United Kingdom
$681K
TSS
602
Two Sigma Securities
New York
$673K
FCM
603
Fortis Capital Management
Washington
$670K
AP
604
Anchyra Partners
Georgia
$668K
SWP
605
Sagespring Wealth Partners
Tennessee
$668K
MA
606
MCF Advisors
Kentucky
$665K
NCM
607
Northside Capital Management
Oregon
$663K
PS
608
Principal Securities
Iowa
$657K
AWM
609
Avior Wealth Management
Nebraska
$657K
VT
610
Vise Technologies
New York
$648K
IWA
611
IBEX Wealth Advisors
New Jersey
$642K
WCA
612
Westover Capital Advisors
Delaware
$639K
PWM
613
Perigon Wealth Management
California
$637K
UFF
614
USA Financial Formulas
Michigan
$634K
SGAM
615
Smith Group Asset Management
Texas
$633K
VWA
616
VERITY Wealth Advisors
United States
$628K
HT
617
Heritage Trust
Oklahoma
$626K
RZH
618
Relyea Zuckerberg Hanson
Connecticut
$623K
FAL
619
Focused Alpha LLC
Colorado
$611K
BMCM
620
Bryn Mawr Capital Management
Pennsylvania
$609K
AWM
621
Aries Wealth Management
Maine
$605K
KOCAA
622
Knights of Columbus Asset Advisors
Connecticut
$602K
PFBT
623
Parkside Financial Bank & Trust
Missouri
$600K
PCA
624
Pallas Capital Advisors
Massachusetts
$597K
CCA
625
Checchi Capital Advisers
California
$597K