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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
OAM
801
Oxford Asset Management
United Kingdom
$285K
PP
802
PDS Planning
Ohio
$283K
RRA
803
Round Rock Advisors
Connecticut
$281K
IBOK
804
Independence Bank of Kentucky
Kentucky
$278K
TBA
805
Tower Bridge Advisors
Pennsylvania
$275K
FRA
806
Frank Rimerman Advisors
California
$274K
HFS
807
Hantz Financial Services
Michigan
$274K
PWMAG
808
Pinnacle Wealth Management Advisory Group
New Jersey
$273K
AAP
809
Arax Advisory Partners
Colorado
$273K
SWP
810
Stratos Wealth Partners
Ohio
$273K
BFG
811
Beacon Financial Group
Texas
$271K
TC
812
Truvestments Capital
Florida
$270K
LS
813
Livforsakringsbolaget Skandia
Sweden
$269K
TFS
814
Thoroughbred Financial Services
Tennessee
$268K
JWBC
815
J.W. Burns & Co
New York
$266K
MAM
816
Mystic Asset Management
Rhode Island
$266K
BCM
817
Becker Capital Management
Oregon
$265K
SP
818
Stablepoint Partners
Massachusetts
$265K
USCWA
819
U.S. Capital Wealth Advisors
Texas
$264K
7WCP
820
71 West Capital Partners
Massachusetts
$262K
CVM
821
Cheviot Value Management
California
$262K
WRPWM
822
Werba Rubin Papier Wealth Management
California
$261K
MWPCG
823
Measured Wealth Private Client Group
New Hampshire
$256K
MA
824
Mutual Advisors
Nebraska
$256K
NB
825
NBT Bank
New York
$255K