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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
KCP
651
Kera Capital Partners
California
$527K
SWRP
652
Summit Wealth & Retirement Planning
California
$526K
PCM
653
Polymer Capital Management
New York
$522K
TCOTS
654
Trust Company of the South
North Carolina
$521K
AWP
655
Ascent Wealth Partners
New York
$520K
SFI
656
Siemens Fonds Invest
Germany
$514K
CAU
657
Caxton Associates (UK)
$514K
BMCM
658
Burns Matteson Capital Management
New York
$508K
MAM
659
MWA Asset Management
Massachusetts
$508K
EDRH
660
Edmond de Rothschild Holding
Switzerland
$506K
Fisher Asset Management
661
Fisher Asset Management
Washington
$504K
EAM
662
Evanson Asset Management
California
$503K
AIA
663
Affinity Investment Advisors
California
$502K
CNC
664
Canandaigua National Corp
New York
$500K
BAAM
665
Baker Avenue Asset Management
California
$494K
BP
666
BBR Partners
New York
$494K
FTWA
667
Fifth Third Wealth Advisors
Ohio
$492K
ESB
668
Essex Savings Bank
Connecticut
$492K
TE
669
Tema ETFs
New York
$489K
GLR
670
Great Lakes Retirement
Ohio
$489K
RWP
671
RWA Wealth Partners
Massachusetts
$488K
CLA
672
Carnegie Lake Advisors
New Jersey
$485K
SAI
673
Systematic Alpha Investments
New Jersey
$481K
C
674
Certuity
Florida
$479K
RFC
675
Regions Financial Corp
Alabama
$476K