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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
SWM
1076
Spire Wealth Management
Virginia
$2.79K
BONH
1077
Bank of New Hampshire
New Hampshire
$2.78K
HCM
1078
Hollencrest Capital Management
California
$2.57K
NL
1079
NVWM LLC
Pennsylvania
$2.53K
OA
1080
Operose Advisors
Wisconsin
$2.4K
VWM
1081
Vermillion Wealth Management
Minnesota
$2.4K
LA
1082
LM Advisors
California
$2.34K
CWM
1083
Copia Wealth Management
Oregon
$2.28K
IWM
1084
IMG Wealth Management
Florida
$2.28K
MWA
1085
Merkkuri Wealth Advisors
New York
$2.25K
BH
1086
Burk Holdings
Oklahoma
$2.15K
PPC
1087
Park Place Capital
Alabama
$2.02K
CT
1088
Caldwell Trust
Florida
$1.77K
CWP
1089
Clark Wealth Partners
Illinois
$1.77K
AP
1090
Atwood & Palmer
Missouri
$1.39K
1CP
1091
1015 Capital Partners
Pennsylvania
$1.39K
EFMH
1092
E Fund Management (HK)
Hong Kong
$1.27K
HIA
1093
HFM Investment Advisors
New Jersey
$1.14K
WA
1094
WestEnd Advisors
North Carolina
$1.14K
QWM
1095
Quaker Wealth Management
New Jersey
$886
AT
1096
Arlington Trust
Alabama
$886
AF
1097
Align Financial
Minnesota
$759
APW
1098
Aventura Private Wealth
Florida
$759
NL
1099
NorthAvenue LLC
Ohio
$633
GFA
1100
Godfrey Financial Associates
New York
$633