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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
PWMAG
801
Pinnacle Wealth Management Advisory Group
New Jersey
$273K
AAP
802
Arax Advisory Partners
Colorado
$273K
SWP
803
Stratos Wealth Partners
Ohio
$273K
BFG
804
Beacon Financial Group
Texas
$271K
TC
805
Truvestments Capital
Florida
$270K
LS
806
Livforsakringsbolaget Skandia
Sweden
$269K
TFS
807
Thoroughbred Financial Services
Tennessee
$268K
MAM
808
Mystic Asset Management
Rhode Island
$266K
JWBC
809
J.W. Burns & Co
New York
$266K
BCM
810
Becker Capital Management
Oregon
$265K
SP
811
Stablepoint Partners
Massachusetts
$265K
USCWA
812
U.S. Capital Wealth Advisors
Texas
$264K
7WCP
813
71 West Capital Partners
Massachusetts
$262K
CVM
814
Cheviot Value Management
California
$262K
WRPWM
815
Werba Rubin Papier Wealth Management
California
$261K
MWPCG
816
Measured Wealth Private Client Group
New Hampshire
$256K
MA
817
Mutual Advisors
Nebraska
$256K
NB
818
NBT Bank
New York
$255K
WWM
819
Western Wealth Management
Colorado
$253K
KA
820
KLCM Advisors
Wisconsin
$253K
MTIM
821
Marathon Trading Investment Management
Pennsylvania
$253K
RPWA
822
Regent Peak Wealth Advisors
Georgia
$249K
VEA
823
Virtus ETF Advisers
New York
$247K
Fidelity International
824
Fidelity International
Bermuda
$245K
RBC
825
Romano Brothers & Co
Illinois
$244K