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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
GLF
876
Groupe la Francaise
France
$205K
PWPS
877
Pinnacle Wealth Planning Services
Ohio
$204K
LCWP
878
Legacy Capital Wealth Partners
Arkansas
$203K
GPA
879
Garrison Point Advisors
California
$202K
MGI
880
Miller Global Investments
Texas
$196K
WETS
881
Wealth Enhancement Trust Services
South Dakota
$189K
MUMSS
882
Mitsubishi UFJ Morgan Stanley Securities
Japan
$189K
UB
883
UMB Bank
Missouri
$185K
EWA
884
EverSource Wealth Advisors
Alabama
$184K
PFSC
885
Peoples Financial Services Corp
Pennsylvania
$180K
IA
886
IFP Advisors
Florida
$180K
WTC
887
WhitTier Trust Company
Nevada
$172K
SSG
888
Summit Securities Group
New York
$167K
LFG
889
Larson Financial Group
Missouri
$166K
PB
890
Pinnacle Bancorp
Nebraska
$164K
DCM
891
Davis Capital Management
Florida
$163K
KTC
892
Kentucky Trust Company
Kentucky
$161K
DMBA
893
Deseret Mutual Benefit Administrators
Utah
$160K
MB
894
MidFirst Bank
Oklahoma
$159K
TFM
895
TFC Financial Management
Massachusetts
$157K
RWM
896
RMG Wealth Management
Wisconsin
$155K
BLC
897
Brown, Lisle/Cummings
Rhode Island
$153K
JFGIW
898
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$151K
ECM
899
Estabrook Capital Management
New York
$151K
RMC
900
Resources Management Corp
Connecticut
$149K