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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
TWC
901
TD Waterhouse Canada
Ontario, Canada
$135K
KLWA
902
Kelly Lawrence W & Associates
California
$133K
Los Angeles Capital Management
903
Los Angeles Capital Management
California
$133K
CH
904
Cromwell Holdings
Wyoming
$116K
JFA
905
JNBA Financial Advisors
Minnesota
$112K
BTI
906
Blue Trust Inc
Georgia
$110K
TFA
907
Transamerica Financial Advisors
Florida
$108K
IRC
908
Investors Research Corp
Georgia
$101K
CFFP
909
Center for Financial Planning
Michigan
$101K
RTC
910
Riverview Trust Company
Washington
$100K
OL
911
OneFund LLC
Florida
$98.4K
VNT
912
Vanguard National Trust
Pennsylvania
$94K
CFO
913
CVA Family Office
Colorado
$93.4K
BSB
914
Bangor Savings Bank
Maine
$90.6K
LI
915
LRI Investments
Florida
$90.4K
AIM
916
Axiom Investment Management
New York
$88.6K
MEG
917
Millstone Evans Group
Colorado
$85.4K
BIAS
918
Beacon Investment Advisory Services
New Jersey
$84.8K
Loomis, Sayles & Company
919
Loomis, Sayles & Company
Massachusetts
$83.5K
CIM
920
Contravisory Investment Management
Massachusetts
$82.9K
TFGT
921
TS Financial Group (TSFG)
Illinois
$81K
HPBT
922
Hickory Point Bank & Trust
Illinois
$80.7K
WA
923
WPG Advisers
Maryland
$79.1K
EAM
924
Erste Asset Management
Austria
$78.6K
GWM
925
Geneos Wealth Management
Colorado
$73.4K