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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
RPWA
826
Regent Peak Wealth Advisors
Georgia
$249K
VEA
827
Virtus ETF Advisers
New York
$247K
Fidelity International
828
Fidelity International
Bermuda
$245K
RBC
829
Romano Brothers & Co
Illinois
$244K
PA
830
Perennial Advisors
New York
$243K
BWP
831
BSW Wealth Partners
Colorado
$243K
VAS
832
Vestmark Advisory Solutions
Massachusetts
$242K
NIM
833
Northeast Investment Management
Massachusetts
$242K
OIAM
834
OFI Invest Asset Management
France
$242K
DWM
835
Drive Wealth Management
Utah
$241K
HT
836
Headlands Technologies
Illinois
$241K
EFG
837
Elevated Financial Group
Indiana
$241K
KFC
838
Klingenstein Fields & Co
New York
$240K
SACTSONJ
839
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$239K
TCWA
840
Turtle Creek Wealth Advisors
Texas
$239K
BCM
841
Bannerstone Capital Management
Minnesota
$237K
JWS
842
Juncture Wealth Strategies
Arizona
$236K
BEI
843
Benjamin Edwards Inc
Missouri
$235K
GWM
844
Greenwich Wealth Management
Connecticut
$235K
Capstone Investment Advisors
845
Capstone Investment Advisors
New York
$234K
KIA
846
KCM Investment Advisors
California
$233K
BTWM
847
Baker Tilly Wealth Management
Wisconsin
$231K
William Blair Investment Management
848
William Blair Investment Management
Illinois
$231K
PCM
849
Prelude Capital Management
New York
$229K
KA
850
Kovack Advisors
Florida
$229K