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State Street

1,129 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, 426 increasing their positions, 336 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 → $32.2B (-$1.25B)

1.51% less ownership

Funds ownership: 92.8%91.29% (-1.5%)

22% less call options, than puts

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

Holders
1,129
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
LFA
601
Legacy Financial Advisors
Kentucky
$700K
I
602
InvesTrust
Oklahoma
$697K
VI
603
Vestcor Inc
New Brunswick, Canada
$689K
KPWS
604
Kestra Private Wealth Services
Texas
$688K
SFM
605
Systematic Financial Management
New Jersey
$683K
N
606
Natixis
France
$682K
LAM
607
LECAP Asset Management
United Kingdom
$681K
TSS
608
Two Sigma Securities
New York
$673K
FCM
609
Fortis Capital Management
Washington
$670K
AP
610
Anchyra Partners
Georgia
$668K
SWP
611
Sagespring Wealth Partners
Tennessee
$668K
MA
612
MCF Advisors
Kentucky
$665K
NCM
613
Northside Capital Management
Oregon
$663K
PS
614
Principal Securities
Iowa
$657K
AWM
615
Avior Wealth Management
Nebraska
$657K
VT
616
Vise Technologies
New York
$648K
IWA
617
IBEX Wealth Advisors
New Jersey
$642K
WCA
618
Westover Capital Advisors
Delaware
$639K
PWM
619
Perigon Wealth Management
California
$637K
UFF
620
USA Financial Formulas
Michigan
$634K
SGAM
621
Smith Group Asset Management
Texas
$633K
VWA
622
VERITY Wealth Advisors
United States
$628K
HT
623
Heritage Trust
Oklahoma
$626K
RZH
624
Relyea Zuckerberg Hanson
Connecticut
$623K
FAL
625
Focused Alpha LLC
Colorado
$611K