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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
TWIM
651
TIAA Wealth Investment Management
New York
$528K
Balyasny Asset Management
652
Balyasny Asset Management
Illinois
$527K
EAM
653
Empirical Asset Management
Massachusetts
$527K
KCP
654
Kera Capital Partners
California
$527K
SWRP
655
Summit Wealth & Retirement Planning
California
$526K
PCM
656
Polymer Capital Management
New York
$522K
TCOTS
657
Trust Company of the South
North Carolina
$521K
AWP
658
Ascent Wealth Partners
New York
$520K
SFI
659
Siemens Fonds Invest
Germany
$514K
CAU
660
Caxton Associates (UK)
$514K
BMCM
661
Burns Matteson Capital Management
New York
$508K
MAM
662
MWA Asset Management
Massachusetts
$508K
EDRH
663
Edmond de Rothschild Holding
Switzerland
$506K
Fisher Asset Management
664
Fisher Asset Management
Washington
$504K
EAM
665
Evanson Asset Management
California
$503K
AIA
666
Affinity Investment Advisors
California
$502K
CNC
667
Canandaigua National Corp
New York
$500K
BAAM
668
Baker Avenue Asset Management
California
$494K
BP
669
BBR Partners
New York
$494K
FTWA
670
Fifth Third Wealth Advisors
Ohio
$492K
ESB
671
Essex Savings Bank
Connecticut
$492K
TE
672
Tema ETFs
New York
$489K
GLR
673
Great Lakes Retirement
Ohio
$489K
RWP
674
RWA Wealth Partners
Massachusetts
$488K
CLA
675
Carnegie Lake Advisors
New Jersey
$485K