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State Street

1,123 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, 425 increasing their positions, 334 reducing their positions, and 87 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 (-$1.26B)

1.52% less ownership

Funds ownership: 92.79%91.27% (-1.5%)

22% less call options, than puts

Call options by funds: $292M | Put options by funds: $373M

Holders
1,123
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
IBOK
801
Independence Bank of Kentucky
Kentucky
$278K
TBA
802
Tower Bridge Advisors
Pennsylvania
$275K
FRA
803
Frank Rimerman Advisors
California
$274K
HFS
804
Hantz Financial Services
Michigan
$274K
PWMAG
805
Pinnacle Wealth Management Advisory Group
New Jersey
$273K
AAP
806
Arax Advisory Partners
Colorado
$273K
SWP
807
Stratos Wealth Partners
Ohio
$273K
BFG
808
Beacon Financial Group
Texas
$271K
TC
809
Truvestments Capital
Florida
$270K
LS
810
Livforsakringsbolaget Skandia
Sweden
$269K
TFS
811
Thoroughbred Financial Services
Tennessee
$268K
JWBC
812
J.W. Burns & Co
New York
$266K
MAM
813
Mystic Asset Management
Rhode Island
$266K
BCM
814
Becker Capital Management
Oregon
$265K
SP
815
Stablepoint Partners
Massachusetts
$265K
USCWA
816
U.S. Capital Wealth Advisors
Texas
$264K
7WCP
817
71 West Capital Partners
Massachusetts
$262K
CVM
818
Cheviot Value Management
California
$262K
WRPWM
819
Werba Rubin Papier Wealth Management
California
$261K
MWPCG
820
Measured Wealth Private Client Group
New Hampshire
$256K
MA
821
Mutual Advisors
Nebraska
$256K
NB
822
NBT Bank
New York
$255K
WWM
823
Western Wealth Management
Colorado
$253K
KA
824
KLCM Advisors
Wisconsin
$253K
MTIM
825
Marathon Trading Investment Management
Pennsylvania
$253K