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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
TF
951
Tompkins Financial
New York
$41.1K
FC
952
Fairscale Capital
New Hampshire
$41.1K
EPIMS
953
Evelyn Partners Investment Management Services
$41.1K
BGAI
954
Bruce G. Allen Investments
Colorado
$40.6K
SEP
955
Signature Equity Partners
Ohio
$40.1K
SS
956
SBI Securities
Japan
$39.6K
SIS
957
Sound Income Strategies
Florida
$38.5K
ADL
958
Asset Dedication LLC
California
$38.1K
C
959
Covestor
United Kingdom
$38K
NFSG
960
Newbridge Financial Services Group
Florida
$38K
CNBTD
961
Citizens National Bank Trust Department
Mississippi
$38K
FDCP
962
Foster Dykema Cabot & Partners
Massachusetts
$37.7K
AA
963
Ancora Advisors
Ohio
$36.8K
FPF
964
First Pacific Financial
Washington
$35.8K
WA
965
Whipplewood Advisors
Colorado
$34.4K
CAL
966
Capital Analysts LLC
Pennsylvania
$34K
TWD
967
True Wealth Design
Ohio
$33.9K
AGWCA
968
Annis Gardner Whiting Capital Advisors
Florida
$33.2K
AAG
969
Armstrong Advisory Group
Massachusetts
$32.9K
AFC
970
Ares Financial Consulting
California
$32.7K
AFG
971
Albion Financial Group
Utah
$32.4K
HFM
972
Harvest Fund Management
China
$32K
GBT
973
Grove Bank & Trust
Florida
$31.5K
PWMG
974
Private Wealth Management Group
New Jersey
$31.1K
TPWA
975
Twin Peaks Wealth Advisors
California
$31K