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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
AWM
1051
Activest Wealth Management
Florida
$7.72K
ME
1052
McIlrath & Eck
Washington
$7.59K
IWS
1053
Intentional Wealth Strategies
Colorado
$7.09K
OW
1054
Olistico Wealth
Oklahoma
$6.39K
WWM
1055
Wolff Wiese Magana
California
$6.33K
SWP
1056
Strategic Wealth Partners
Ohio
$6.33K
FG
1057
Fairman Group
Pennsylvania
$6.2K
ACM
1058
Accent Capital Management
Ohio
$5.95K
FC
1059
Financial Consulate
Maryland
$5.82K
CTA
1060
Colonial Trust Advisors
South Carolina
$5.82K
AWM
1061
Abound Wealth Management
Tennessee
$5.68K
BHWM
1062
Bay Harbor Wealth Management
Maryland
$5.57K
FGA
1063
Fortis Group Advisors
New Jersey
$4.94K
RWM
1064
Rialto Wealth Management
New York
$4.94K
DF
1065
Dunhill Financial
United Kingdom
$4.9K
HWP
1066
Highline Wealth Partners
California
$4.81K
MHR
1067
Matthew Hamilton Rosenberg
$4.39K
Optiver Holding
1068
Optiver Holding
Netherlands
$4.3K
BHWM
1069
Beaird Harris Wealth Management
Texas
$4.18K
DPW
1070
DiNuzzo Private Wealth
Pennsylvania
$4.18K
CFG
1071
Clayton Financial Group
Missouri
$4.18K
HFS
1072
Hughes Financial Services
Virginia
$4.18K
CA
1073
Crewe Advisors
Utah
$3.8K
BCWM
1074
Bartlett & Co Wealth Management
Ohio
$3.7K
UFPG
1075
United Financial Planning Group
New York
$3.42K