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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
HFM
976
Harvest Fund Management
China
$32K
GBT
977
Grove Bank & Trust
Florida
$31.5K
PWMG
978
Private Wealth Management Group
New Jersey
$31.1K
TPWA
979
Twin Peaks Wealth Advisors
California
$31K
PJC
980
Phillip James Consulting
Minnesota
$31K
BWL
981
Bogart Wealth LLC
Virginia
$28.7K
JWM
982
JPL Wealth Management
Colorado
$28.2K
CFSG
983
Community Financial Services Group
Vermont
$27.7K
PWM
984
Peck Wealth Management
New York
$27.3K
GKIM
985
GW&K Investment Management
Massachusetts
$27K
JWA
986
JFS Wealth Advisors
Pennsylvania
$24.8K
PK
987
Pflug Koory
Nebraska
$24.7K
SL
988
Salomon & Ludwin
Virginia
$23.7K
AA
989
Addison Advisors
Vermont
$23.5K
FMTCOCP
990
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
CT
991
Colonial Trust
South Carolina
$22.7K
CBT
992
Crews Bank & Trust
Florida
$21.1K
BIA
993
Bell Investment Advisors
California
$20.9K
NRG
994
Nemes Rush Group
Michigan
$20.6K
CMA
995
Cedar Mountain Advisors
Oregon
$20.5K
CA
996
CoreCap Advisors
Michigan
$20.3K
S
997
Sachetta
Massachusetts
$20.1K
AG
998
AmeriFlex Group
Nevada
$20.1K
OAJ
999
Ogorek Anthony Joseph
New York
$20K
CM
1000
Capula Management
Cayman Islands
$20K