STT icon

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
CCM
1026
Copeland Capital Management
Pennsylvania
$11.4K
SC
1027
SouthState Corp
Florida
$11.3K
GTAM
1028
Global Trust Asset Management
Florida
$11.1K
AW
1029
Avion Wealth
Texas
$11K
AP
1030
Aspect Partners
Virginia
$10.9K
GSEP
1031
Golden State Equity Partners
California
$10.8K
SS
1032
Sunbelt Securities
Texas
$10.4K
FMP
1033
Financial Management Professionals
Texas
$10.4K
RF
1034
Rossby Financial
Florida
$10.3K
CFD
1035
Creative Financial Designs
Indiana
$10.3K
M
1036
MOTCO
Texas
$10.1K
CFM
1037
Cornerstone Financial Management
Massachusetts
$10.1K
TSMHT
1038
Thurston Springer Miller Herd & Titak
Indiana
$10.1K
VWA
1039
Valued Wealth Advisors
Utah
$9.49K
USB
1040
Union Savings Bank
Connecticut
$9.49K
HNW
1041
High Note Wealth
Minnesota
$8.86K
EWP
1042
Elevation Wealth Partners
California
$8.73K
PWA
1043
Physician Wealth Advisors
Utah
$8.73K
DWM
1044
Dogwood Wealth Management
Kansas
$8.48K
JGCM
1045
Joseph Group Capital Management
Ohio
$8.23K
AWM
1046
Activest Wealth Management
Florida
$7.72K
ME
1047
McIlrath & Eck
Washington
$7.59K
IWS
1048
Intentional Wealth Strategies
Colorado
$7.09K
OW
1049
Olistico Wealth
Oklahoma
$6.39K
SWP
1050
Strategic Wealth Partners
Ohio
$6.33K