We are live on ! Find out more
STT icon

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
BMWM
726
Brown Miller Wealth Management
Virginia
$399K
AWM
727
Axxcess Wealth Management
California
$399K
NSB
728
Norway Savings Bank
Maine
$397K
QI
729
Qtron Investments
Massachusetts
$393K
BFC
730
Blue Fin Capital
Rhode Island
$390K
SCA
731
Stokes Capital Advisors
South Carolina
$389K
IAG
732
Investment Advisory Group
Massachusetts
$386K
CT
733
Clearstead Trust
Maine
$385K
PCM
734
Parsons Capital Management
Rhode Island
$381K
CCM
735
Cohen Capital Management
California
$380K
PE
736
PCM Encore
Colorado
$374K
I
737
InceptionR
California
$374K
BW
738
BostonPremier Wealth
Massachusetts
$374K
AG
739
Ascent Group
Virginia
$370K
DJSG
740
D.J. St. Germain
Massachusetts
$363K
SF
741
Summit Financial
New Jersey
$361K
SW
742
SVB Wealth
Massachusetts
$361K
OP
743
Oslo Pensjonsforsikring
$359K
SWM
744
SHP Wealth Management
Massachusetts
$359K
OL
745
Optas LLC
Texas
$357K
BHC
746
Bull Harbor Capital
Maryland
$355K
LGF
747
LGT Group Foundation
Liechtenstein
$355K
S
748
Storgate
Texas
$355K
DT
749
Diversified Trust
Tennessee
$355K
AEPWM
750
Atlantic Edge Private Wealth Management
Florida
$355K