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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
IAA
776
Independent Advisor Alliance
North Carolina
$310K
EPIM
777
Evelyn Partners Investment Management
$309K
ACA
778
Aptus Capital Advisors
Alabama
$308K
DTC
779
Davidson Trust Company
Washington
$307K
CNBOF
780
City National Bank of Florida
Florida
$305K
PA
781
Profund Advisors
Maryland
$304K
BHWM
782
Bar Harbor Wealth Management
New Hampshire
$304K
AWA
783
Alta Wealth Advisors
Massachusetts
$304K
ANTB
784
AMG National Trust Bank
Colorado
$304K
HFAS
785
Hummer Financial Advisory Services
Illinois
$304K
WB
786
Webster Bank
Connecticut
$301K
CL
787
CSS LLC
Illinois
$296K
AWM
788
Angeles Wealth Management
California
$296K
BA
789
Bridgewater Advisors
New York
$295K
CIA
790
Capital Investment Advisors
Georgia
$293K
IWM
791
IHT Wealth Management
Illinois
$293K
RS
792
R Squared
Hong Kong
$292K
BPAMU
793
BTG Pactual Asset Management US
New York
$292K
VCAM
794
Van Cleef Asset Management
Ohio
$291K
CIAS
795
CFS Investment Advisory Services
New Jersey
$290K
GIA
796
GHP Investment Advisors
Colorado
$290K
KFI
797
Key Financial Inc
Pennsylvania
$287K
OC
798
Oppenheimer & Co
New York
$287K
MG
799
Mather Group
Illinois
$286K
FPAS
800
Focus Partners Advisor Solutions
Missouri
$285K