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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
IRAG
1001
Investment Research & Advisory Group
Georgia
$20K
PIP
1002
Philadelphia Investment Partners
New Jersey
$19.2K
AF
1003
Advisornet Financial
Minnesota
$18.8K
PWAM
1004
Private Wealth Asset Management
Iowa
$17.5K
CPG
1005
Cornerstone Planning Group
New Jersey
$17.4K
GSWM
1006
Golden State Wealth Management
California
$17.3K
KFAS
1007
Keating Financial Advisory Services
Kansas
$17.2K
NSIM
1008
North Star Investment Management
Illinois
$16.8K
DIP
1009
DT Investment Partners
Pennsylvania
$15.7K
RDFA
1010
Ritter Daniher Financial Advisory
Ohio
$15.6K
W
1011
WealthCollab
Washington
$15.4K
RTL
1012
Red Tortoise LLC
Georgia
$15.1K
CAL
1013
Capital Advisors Ltd
Ohio
$15K
AAG
1014
Accordant Advisory Group
Maryland
$14.6K
TM
1015
Torren Management
California
$14.5K
HWA
1016
HHM Wealth Advisors
Tennessee
$14.4K
MWM
1017
Mascoma Wealth Management
New Hampshire
$14.4K
MPW
1018
MASECO Private Wealth
$13.8K
MBFW
1019
Morton Brown Family Wealth
Pennsylvania
$13.5K
FFO
1020
Fortitude Family Office
Arizona
$13.4K
WA
1021
Westfuller Advisors
New York
$13.4K
TCOT
1022
Trust Company of Toledo
Ohio
$13.3K
PAI
1023
Pittenger & Anderson Inc
Nebraska
$13.2K
PCM
1024
Penserra Capital Management
California
$13K
MAM
1025
Marquette Asset Management
Minnesota
$12.8K