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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
WWM
826
Western Wealth Management
Colorado
$253K
KA
827
KLCM Advisors
Wisconsin
$253K
MTIM
828
Marathon Trading Investment Management
Pennsylvania
$253K
RPWA
829
Regent Peak Wealth Advisors
Georgia
$249K
VEA
830
Virtus ETF Advisers
New York
$247K
Fidelity International
831
Fidelity International
Bermuda
$245K
RBC
832
Romano Brothers & Co
Illinois
$244K
PA
833
Perennial Advisors
New York
$243K
BWP
834
BSW Wealth Partners
Colorado
$243K
VAS
835
Vestmark Advisory Solutions
Massachusetts
$242K
NIM
836
Northeast Investment Management
Massachusetts
$242K
OIAM
837
OFI Invest Asset Management
France
$242K
DWM
838
Drive Wealth Management
Utah
$241K
HT
839
Headlands Technologies
Illinois
$241K
EFG
840
Elevated Financial Group
Indiana
$241K
KFC
841
Klingenstein Fields & Co
New York
$240K
SACTSONJ
842
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$239K
TCWA
843
Turtle Creek Wealth Advisors
Texas
$239K
BCM
844
Bannerstone Capital Management
Minnesota
$237K
JWS
845
Juncture Wealth Strategies
Arizona
$236K
BEI
846
Benjamin Edwards Inc
Missouri
$235K
GWM
847
Greenwich Wealth Management
Connecticut
$235K
Capstone Investment Advisors
848
Capstone Investment Advisors
New York
$234K
KIA
849
KCM Investment Advisors
California
$233K
BTWM
850
Baker Tilly Wealth Management
Wisconsin
$231K