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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
SEP
951
Signature Equity Partners
Ohio
$40.1K
SS
952
SBI Securities
Japan
$39.6K
SIS
953
Sound Income Strategies
Florida
$38.5K
C
954
Covestor
United Kingdom
$38K
NFSG
955
Newbridge Financial Services Group
Florida
$38K
CNBTD
956
Citizens National Bank Trust Department
Mississippi
$38K
FDCP
957
Foster Dykema Cabot & Partners
Massachusetts
$37.7K
AA
958
Ancora Advisors
Ohio
$36.8K
FPF
959
First Pacific Financial
Washington
$35.8K
WA
960
Whipplewood Advisors
Colorado
$34.4K
CAL
961
Capital Analysts LLC
Pennsylvania
$34K
TWD
962
True Wealth Design
Ohio
$33.9K
AGWCA
963
Annis Gardner Whiting Capital Advisors
Florida
$33.2K
AAG
964
Armstrong Advisory Group
Massachusetts
$32.9K
AFC
965
Ares Financial Consulting
California
$32.7K
AFG
966
Albion Financial Group
Utah
$32.4K
HFM
967
Harvest Fund Management
China
$32K
GBT
968
Grove Bank & Trust
Florida
$31.5K
PWMG
969
Private Wealth Management Group
New Jersey
$31.1K
TPWA
970
Twin Peaks Wealth Advisors
California
$31K
PJC
971
Phillip James Consulting
Minnesota
$31K
BWL
972
Bogart Wealth LLC
Virginia
$28.7K
JWM
973
JPL Wealth Management
Colorado
$28.2K
CFSG
974
Community Financial Services Group
Vermont
$27.7K
PWM
975
Peck Wealth Management
New York
$27.3K