STT icon

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
AWA
776
Alta Wealth Advisors
Massachusetts
$304K
ANTB
777
AMG National Trust Bank
Colorado
$304K
HFAS
778
Hummer Financial Advisory Services
Illinois
$304K
WB
779
Webster Bank
Connecticut
$301K
CL
780
CSS LLC
Illinois
$296K
AWM
781
Angeles Wealth Management
California
$296K
BA
782
Bridgewater Advisors
New York
$295K
CIA
783
Capital Investment Advisors
Georgia
$293K
IWM
784
IHT Wealth Management
Illinois
$293K
RS
785
R Squared
Hong Kong
$292K
BPAMU
786
BTG Pactual Asset Management US
New York
$292K
VCAM
787
Van Cleef Asset Management
Ohio
$291K
CIAS
788
CFS Investment Advisory Services
New Jersey
$290K
GIA
789
GHP Investment Advisors
Colorado
$290K
KFI
790
Key Financial Inc
Pennsylvania
$287K
OC
791
Oppenheimer & Co
New York
$287K
MG
792
Mather Group
Illinois
$286K
FPAS
793
Focus Partners Advisor Solutions
Missouri
$285K
OAM
794
Oxford Asset Management
United Kingdom
$285K
PP
795
PDS Planning
Ohio
$283K
RRA
796
Round Rock Advisors
Connecticut
$281K
IBOK
797
Independence Bank of Kentucky
Kentucky
$278K
TBA
798
Tower Bridge Advisors
Pennsylvania
$275K
FRA
799
Frank Rimerman Advisors
California
$274K
HFS
800
Hantz Financial Services
Michigan
$274K