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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
IAN
701
Integrated Advisors Network
Texas
$435K
MIC
702
Means Investment Company
Maine
$434K
PT
703
Plimoth Trust
Massachusetts
$433K
MWM
704
Modera Wealth Management
New Jersey
$433K
FRM
705
Fox Run Management
Connecticut
$428K
PWP
706
Private Wealth Partners
California
$427K
CHAM
707
Clear Harbor Asset Management
Connecticut
$425K
PTC
708
Private Trust Company
Ohio
$424K
CAM
709
Cidel Asset Management
Ontario, Canada
$422K
Envestnet Portfolio Solutions
710
Envestnet Portfolio Solutions
Illinois
$421K
TAM
711
Trust Asset Management
Texas
$418K
PEAK6
712
PEAK6
Illinois
$417K
AssetMark Inc
713
AssetMark Inc
California
$417K
PCIA
714
Prime Capital Investment Advisors
Kansas
$416K
NP
715
NorthRock Partners
Minnesota
$411K
ZF
716
Zhang Financial
Michigan
$411K
CIA
717
Choate Investment Advisors
Massachusetts
$407K
EFS
718
Essex Financial Services
Connecticut
$404K
WS
719
Wedbush Securities
California
$402K
BMWM
720
Brown Miller Wealth Management
Virginia
$399K
AWM
721
Axxcess Wealth Management
California
$399K
NSB
722
Norway Savings Bank
Maine
$397K
QI
723
Qtron Investments
Massachusetts
$393K
SCA
724
Stokes Capital Advisors
South Carolina
$389K
IAG
725
Investment Advisory Group
Massachusetts
$386K