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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
WWM
1051
Wolff Wiese Magana
California
$6.33K
FG
1052
Fairman Group
Pennsylvania
$6.2K
ACM
1053
Accent Capital Management
Ohio
$5.95K
FC
1054
Financial Consulate
Maryland
$5.82K
CTA
1055
Colonial Trust Advisors
South Carolina
$5.82K
AWM
1056
Abound Wealth Management
Tennessee
$5.68K
BHWM
1057
Bay Harbor Wealth Management
Maryland
$5.57K
FGA
1058
Fortis Group Advisors
New Jersey
$4.94K
RWM
1059
Rialto Wealth Management
New York
$4.94K
DF
1060
Dunhill Financial
United Kingdom
$4.9K
HWP
1061
Highline Wealth Partners
California
$4.81K
MHR
1062
Matthew Hamilton Rosenberg
$4.39K
Optiver Holding
1063
Optiver Holding
Netherlands
$4.3K
BHWM
1064
Beaird Harris Wealth Management
Texas
$4.18K
DPW
1065
DiNuzzo Private Wealth
Pennsylvania
$4.18K
CFG
1066
Clayton Financial Group
Missouri
$4.18K
HFS
1067
Hughes Financial Services
Virginia
$4.18K
CA
1068
Crewe Advisors
Utah
$3.8K
BCWM
1069
Bartlett & Co Wealth Management
Ohio
$3.7K
UFPG
1070
United Financial Planning Group
New York
$3.42K
SFS
1071
Sunrise Financial Services
Washington
$3.29K
MS
1072
Monetary Solutions
Ohio
$3.16K
PWA
1073
Portus Wealth Advisors
North Carolina
$3.16K
VNA
1074
Valley National Advisers
Pennsylvania
$3K
PUI
1075
Purpose Unlimited Inc
$2.91K