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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
CPG
1001
Cornerstone Planning Group
New Jersey
$17.4K
GSWM
1002
Golden State Wealth Management
California
$17.3K
KFAS
1003
Keating Financial Advisory Services
Kansas
$17.2K
NSIM
1004
North Star Investment Management
Illinois
$16.8K
DIP
1005
DT Investment Partners
Pennsylvania
$15.7K
RDFA
1006
Ritter Daniher Financial Advisory
Ohio
$15.6K
W
1007
WealthCollab
Washington
$15.4K
RTL
1008
Red Tortoise LLC
Georgia
$15.1K
CAL
1009
Capital Advisors Ltd
Ohio
$15K
AAG
1010
Accordant Advisory Group
Maryland
$14.6K
TM
1011
Torren Management
California
$14.5K
HWA
1012
HHM Wealth Advisors
Tennessee
$14.4K
MWM
1013
Mascoma Wealth Management
New Hampshire
$14.4K
MPW
1014
MASECO Private Wealth
$13.8K
MBFW
1015
Morton Brown Family Wealth
Pennsylvania
$13.5K
FFO
1016
Fortitude Family Office
Arizona
$13.4K
WA
1017
Westfuller Advisors
New York
$13.4K
TCOT
1018
Trust Company of Toledo
Ohio
$13.3K
PAI
1019
Pittenger & Anderson Inc
Nebraska
$13.2K
PCM
1020
Penserra Capital Management
California
$13K
MAM
1021
Marquette Asset Management
Minnesota
$12.8K
BOTPPF
1022
Board of the Pension Protection Fund
United Kingdom
$12.7K
ECA
1023
Elevated Capital Advisors
Utah
$12.7K
JGIA
1024
Jackson Grant Investment Advisers
Connecticut
$12.7K
CTB
1025
Country Trust Bank
Illinois
$12.2K