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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
PA
826
Perennial Advisors
New York
$243K
BWP
827
BSW Wealth Partners
Colorado
$243K
VAS
828
Vestmark Advisory Solutions
Massachusetts
$242K
NIM
829
Northeast Investment Management
Massachusetts
$242K
OIAM
830
OFI Invest Asset Management
France
$242K
DWM
831
Drive Wealth Management
Utah
$241K
HT
832
Headlands Technologies
Illinois
$241K
EFG
833
Elevated Financial Group
Indiana
$241K
KFC
834
Klingenstein Fields & Co
New York
$240K
SACTSONJ
835
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$239K
TCWA
836
Turtle Creek Wealth Advisors
Texas
$239K
BCM
837
Bannerstone Capital Management
Minnesota
$237K
JWS
838
Juncture Wealth Strategies
Arizona
$236K
BEI
839
Benjamin Edwards Inc
Missouri
$235K
GWM
840
Greenwich Wealth Management
Connecticut
$235K
Capstone Investment Advisors
841
Capstone Investment Advisors
New York
$234K
KIA
842
KCM Investment Advisors
California
$233K
BTWM
843
Baker Tilly Wealth Management
Wisconsin
$231K
William Blair Investment Management
844
William Blair Investment Management
Illinois
$231K
PCM
845
Prelude Capital Management
New York
$229K
KA
846
Kovack Advisors
Florida
$229K
AA
847
Armis Advisers
Georgia
$228K
VCM
848
Voleon Capital Management
California
$226K
QC
849
Quent Capital
New York
$226K
KF
850
Krilogy Financial
Missouri
$226K