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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
QL
951
Quarry LP
New York
$45.6K
SVWA
952
Sarver Vrooman Wealth Advisors
Missouri
$44.7K
CSB
953
City State Bank
Iowa
$44.3K
SIC
954
SJS Investment Consulting
Ohio
$42.9K
EPIMS
955
Evelyn Partners Investment Management Services
$41.1K
FC
956
Fairscale Capital
New Hampshire
$41.1K
TF
957
Tompkins Financial
New York
$41.1K
BGAI
958
Bruce G. Allen Investments
Colorado
$40.6K
SEP
959
Signature Equity Partners
Ohio
$40.1K
SS
960
SBI Securities
Japan
$39.6K
SIS
961
Sound Income Strategies
Florida
$38.5K
ADL
962
Asset Dedication LLC
California
$38.1K
C
963
Covestor
United Kingdom
$38K
NFSG
964
Newbridge Financial Services Group
Florida
$38K
CNBTD
965
Citizens National Bank Trust Department
Mississippi
$38K
FDCP
966
Foster Dykema Cabot & Partners
Massachusetts
$37.7K
AA
967
Ancora Advisors
Ohio
$36.8K
FPF
968
First Pacific Financial
Washington
$35.8K
WA
969
Whipplewood Advisors
Colorado
$34.4K
CAL
970
Capital Analysts LLC
Pennsylvania
$34K
TWD
971
True Wealth Design
Ohio
$33.9K
AGWCA
972
Annis Gardner Whiting Capital Advisors
Florida
$33.2K
AAG
973
Armstrong Advisory Group
Massachusetts
$32.9K
AFC
974
Ares Financial Consulting
California
$32.7K
AFG
975
Albion Financial Group
Utah
$32.4K