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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
HNW
1051
High Note Wealth
Minnesota
$8.86K
EWP
1052
Elevation Wealth Partners
California
$8.73K
PWA
1053
Physician Wealth Advisors
Utah
$8.73K
DWM
1054
Dogwood Wealth Management
Kansas
$8.48K
JGCM
1055
Joseph Group Capital Management
Ohio
$8.23K
AWM
1056
Activest Wealth Management
Florida
$7.72K
ME
1057
McIlrath & Eck
Washington
$7.59K
IWS
1058
Intentional Wealth Strategies
Colorado
$7.09K
OW
1059
Olistico Wealth
Oklahoma
$6.39K
SWP
1060
Strategic Wealth Partners
Ohio
$6.33K
WWM
1061
Wolff Wiese Magana
California
$6.33K
FG
1062
Fairman Group
Pennsylvania
$6.2K
ACM
1063
Accent Capital Management
Ohio
$5.95K
FC
1064
Financial Consulate
Maryland
$5.82K
CTA
1065
Colonial Trust Advisors
South Carolina
$5.82K
AWM
1066
Abound Wealth Management
Tennessee
$5.68K
BHWM
1067
Bay Harbor Wealth Management
Maryland
$5.57K
FGA
1068
Fortis Group Advisors
New Jersey
$4.94K
RWM
1069
Rialto Wealth Management
New York
$4.94K
DF
1070
Dunhill Financial
United Kingdom
$4.9K
HWP
1071
Highline Wealth Partners
California
$4.81K
MHR
1072
Matthew Hamilton Rosenberg
$4.39K
Optiver Holding
1073
Optiver Holding
Netherlands
$4.3K
BHWM
1074
Beaird Harris Wealth Management
Texas
$4.18K
DPW
1075
DiNuzzo Private Wealth
Pennsylvania
$4.18K