STT icon

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
KAS
1026
Kemnay Advisory Services
New York
$12.2K
NS
1027
NBC Securities
Alabama
$12.1K
KG
1028
Kilter Group
New York
$11.8K
AIC
1029
Archer Investment Corporation
Indiana
$11.8K
TCM
1030
Triumph Capital Management
Colorado
$11.7K
CCM
1031
Copeland Capital Management
Pennsylvania
$11.4K
SC
1032
SouthState Corp
Florida
$11.3K
GTAM
1033
Global Trust Asset Management
Florida
$11.1K
AW
1034
Avion Wealth
Texas
$11K
AP
1035
Aspect Partners
Virginia
$10.9K
GSEP
1036
Golden State Equity Partners
California
$10.8K
SS
1037
Sunbelt Securities
Texas
$10.4K
FMP
1038
Financial Management Professionals
Texas
$10.4K
RF
1039
Rossby Financial
Florida
$10.3K
CFD
1040
Creative Financial Designs
Indiana
$10.3K
M
1041
MOTCO
Texas
$10.1K
CFM
1042
Cornerstone Financial Management
Massachusetts
$10.1K
TSMHT
1043
Thurston Springer Miller Herd & Titak
Indiana
$10.1K
VWA
1044
Valued Wealth Advisors
Utah
$9.49K
USB
1045
Union Savings Bank
Connecticut
$9.49K
HNW
1046
High Note Wealth
Minnesota
$8.86K
EWP
1047
Elevation Wealth Partners
California
$8.73K
PWA
1048
Physician Wealth Advisors
Utah
$8.73K
DWM
1049
Dogwood Wealth Management
Kansas
$8.48K
JGCM
1050
Joseph Group Capital Management
Ohio
$8.23K