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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
CH
901
Cromwell Holdings
Wyoming
$116K
JFA
902
JNBA Financial Advisors
Minnesota
$112K
BTI
903
Blue Trust Inc
Georgia
$110K
TFA
904
Transamerica Financial Advisors
Florida
$108K
IRC
905
Investors Research Corp
Georgia
$101K
CFFP
906
Center for Financial Planning
Michigan
$101K
RTC
907
Riverview Trust Company
Washington
$100K
OL
908
OneFund LLC
Florida
$98.4K
VNT
909
Vanguard National Trust
Pennsylvania
$94K
CFO
910
CVA Family Office
Colorado
$93.4K
BSB
911
Bangor Savings Bank
Maine
$90.6K
LI
912
LRI Investments
Florida
$90.4K
MEG
913
Millstone Evans Group
Colorado
$85.4K
BIAS
914
Beacon Investment Advisory Services
New Jersey
$84.8K
Loomis, Sayles & Company
915
Loomis, Sayles & Company
Massachusetts
$83.5K
CIM
916
Contravisory Investment Management
Massachusetts
$82.9K
TFGT
917
TS Financial Group (TSFG)
Illinois
$81K
HPBT
918
Hickory Point Bank & Trust
Illinois
$80.7K
WA
919
WPG Advisers
Maryland
$79.1K
EAM
920
Erste Asset Management
Austria
$78.6K
GWM
921
Geneos Wealth Management
Colorado
$73.4K
CTC
922
Central Trust Company
Missouri
$72.6K
TLFA
923
True Link Financial Advisors
California
$72.2K
HIMS
924
Hager Investment Management Services
New Hampshire
$72.1K
CB
925
Community Bank
New York
$70.2K