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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
HDIM
701
Hanson & Doremus Investment Management
Vermont
$440K
AWM
702
Aprio Wealth Management
Georgia
$439K
CFA
703
Collaborative Fund Advisors
Nevada
$439K
PMAM
704
Picton Mahoney Asset Management
Ontario, Canada
$439K
EI
705
Ellevest Inc
New York
$437K
AIC
706
Argus Investors Counsel
New York
$437K
IAN
707
Integrated Advisors Network
Texas
$435K
MIC
708
Means Investment Company
Maine
$434K
PT
709
Plimoth Trust
Massachusetts
$433K
MWM
710
Modera Wealth Management
New Jersey
$433K
FRM
711
Fox Run Management
Connecticut
$428K
PWP
712
Private Wealth Partners
California
$427K
CHAM
713
Clear Harbor Asset Management
Connecticut
$425K
PTC
714
Private Trust Company
Ohio
$424K
CAM
715
Cidel Asset Management
Ontario, Canada
$422K
Envestnet Portfolio Solutions
716
Envestnet Portfolio Solutions
Illinois
$421K
TAM
717
Trust Asset Management
Texas
$418K
PEAK6
718
PEAK6
Illinois
$417K
AssetMark Inc
719
AssetMark Inc
California
$417K
PCIA
720
Prime Capital Investment Advisors
Kansas
$416K
NP
721
NorthRock Partners
Minnesota
$411K
ZF
722
Zhang Financial
Michigan
$411K
CIA
723
Choate Investment Advisors
Massachusetts
$407K
EFS
724
Essex Financial Services
Connecticut
$404K
WS
725
Wedbush Securities
California
$402K