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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
CFG
1076
Clayton Financial Group
Missouri
$4.18K
HFS
1077
Hughes Financial Services
Virginia
$4.18K
CA
1078
Crewe Advisors
Utah
$3.8K
BCWM
1079
Bartlett & Co Wealth Management
Ohio
$3.7K
UFPG
1080
United Financial Planning Group
New York
$3.42K
SFS
1081
Sunrise Financial Services
Washington
$3.29K
MS
1082
Monetary Solutions
Ohio
$3.16K
PWA
1083
Portus Wealth Advisors
North Carolina
$3.16K
VNA
1084
Valley National Advisers
Pennsylvania
$3K
PUI
1085
Purpose Unlimited Inc
$2.91K
SWM
1086
Spire Wealth Management
Virginia
$2.79K
BONH
1087
Bank of New Hampshire
New Hampshire
$2.78K
HCM
1088
Hollencrest Capital Management
California
$2.57K
NL
1089
NVWM LLC
Pennsylvania
$2.53K
OA
1090
Operose Advisors
Wisconsin
$2.4K
VWM
1091
Vermillion Wealth Management
Minnesota
$2.4K
LA
1092
LM Advisors
California
$2.34K
CWM
1093
Copia Wealth Management
Oregon
$2.28K
IWM
1094
IMG Wealth Management
Florida
$2.28K
MWA
1095
Merkkuri Wealth Advisors
New York
$2.25K
BH
1096
Burk Holdings
Oklahoma
$2.15K
PPC
1097
Park Place Capital
Alabama
$2.02K
CT
1098
Caldwell Trust
Florida
$1.77K
CWP
1099
Clark Wealth Partners
Illinois
$1.77K
AP
1100
Atwood & Palmer
Missouri
$1.39K