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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
RDFA
1001
Ritter Daniher Financial Advisory
Ohio
$15.6K
W
1002
WealthCollab
Washington
$15.4K
RTL
1003
Red Tortoise LLC
Georgia
$15.1K
CAL
1004
Capital Advisors Ltd
Ohio
$15K
AAG
1005
Accordant Advisory Group
Maryland
$14.6K
TM
1006
Torren Management
California
$14.5K
HWA
1007
HHM Wealth Advisors
Tennessee
$14.4K
MWM
1008
Mascoma Wealth Management
New Hampshire
$14.4K
MPW
1009
MASECO Private Wealth
$13.8K
MBFW
1010
Morton Brown Family Wealth
Pennsylvania
$13.5K
FFO
1011
Fortitude Family Office
Arizona
$13.4K
WA
1012
Westfuller Advisors
New York
$13.4K
TCOT
1013
Trust Company of Toledo
Ohio
$13.3K
PAI
1014
Pittenger & Anderson Inc
Nebraska
$13.2K
PCM
1015
Penserra Capital Management
California
$13K
MAM
1016
Marquette Asset Management
Minnesota
$12.8K
BOTPPF
1017
Board of the Pension Protection Fund
United Kingdom
$12.7K
ECA
1018
Elevated Capital Advisors
Utah
$12.7K
JGIA
1019
Jackson Grant Investment Advisers
Connecticut
$12.7K
CTB
1020
Country Trust Bank
Illinois
$12.2K
KAS
1021
Kemnay Advisory Services
New York
$12.2K
NS
1022
NBC Securities
Alabama
$12.1K
KG
1023
Kilter Group
New York
$11.8K
AIC
1024
Archer Investment Corporation
Indiana
$11.8K
TCM
1025
Triumph Capital Management
Colorado
$11.7K