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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
SFS
1076
Sunrise Financial Services
Washington
$3.29K
MS
1077
Monetary Solutions
Ohio
$3.16K
PWA
1078
Portus Wealth Advisors
North Carolina
$3.16K
VNA
1079
Valley National Advisers
Pennsylvania
$3K
PUI
1080
Purpose Unlimited Inc
$2.91K
SWM
1081
Spire Wealth Management
Virginia
$2.79K
BONH
1082
Bank of New Hampshire
New Hampshire
$2.78K
HCM
1083
Hollencrest Capital Management
California
$2.57K
NL
1084
NVWM LLC
Pennsylvania
$2.53K
VWM
1085
Vermillion Wealth Management
Minnesota
$2.4K
OA
1086
Operose Advisors
Wisconsin
$2.4K
LA
1087
LM Advisors
California
$2.34K
CWM
1088
Copia Wealth Management
Oregon
$2.28K
IWM
1089
IMG Wealth Management
Florida
$2.28K
MWA
1090
Merkkuri Wealth Advisors
New York
$2.25K
BH
1091
Burk Holdings
Oklahoma
$2.15K
PPC
1092
Park Place Capital
Alabama
$2.02K
CT
1093
Caldwell Trust
Florida
$1.77K
CWP
1094
Clark Wealth Partners
Illinois
$1.77K
AP
1095
Atwood & Palmer
Missouri
$1.39K
1CP
1096
1015 Capital Partners
Pennsylvania
$1.39K
EFMH
1097
E Fund Management (HK)
Hong Kong
$1.27K
HIA
1098
HFM Investment Advisors
New Jersey
$1.14K
WA
1099
WestEnd Advisors
North Carolina
$1.14K
QWM
1100
Quaker Wealth Management
New Jersey
$886