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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
PJC
976
Phillip James Consulting
Minnesota
$31K
BWL
977
Bogart Wealth LLC
Virginia
$28.7K
JWM
978
JPL Wealth Management
Colorado
$28.2K
CFSG
979
Community Financial Services Group
Vermont
$27.7K
PWM
980
Peck Wealth Management
New York
$27.3K
GKIM
981
GW&K Investment Management
Massachusetts
$27K
JWA
982
JFS Wealth Advisors
Pennsylvania
$24.8K
PK
983
Pflug Koory
Nebraska
$24.7K
SL
984
Salomon & Ludwin
Virginia
$23.7K
AA
985
Addison Advisors
Vermont
$23.5K
FMTCOCP
986
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
CT
987
Colonial Trust
South Carolina
$22.7K
CBT
988
Crews Bank & Trust
Florida
$21.1K
BIA
989
Bell Investment Advisors
California
$20.9K
NRG
990
Nemes Rush Group
Michigan
$20.6K
CMA
991
Cedar Mountain Advisors
Oregon
$20.5K
CA
992
CoreCap Advisors
Michigan
$20.3K
S
993
Sachetta
Massachusetts
$20.1K
AG
994
AmeriFlex Group
Nevada
$20.1K
OAJ
995
Ogorek Anthony Joseph
New York
$20K
CM
996
Capula Management
Cayman Islands
$20K
IRAG
997
Investment Research & Advisory Group
Georgia
$20K
PIP
998
Philadelphia Investment Partners
New Jersey
$19.2K
AF
999
Advisornet Financial
Minnesota
$18.8K
PWAM
1000
Private Wealth Asset Management
Iowa
$17.5K