STT icon

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
AT
1101
Arlington Trust
Alabama
$886
AF
1102
Align Financial
Minnesota
$759
APW
1103
Aventura Private Wealth
Florida
$759
GFA
1104
Godfrey Financial Associates
New York
$633
B
1105
Bayban
Minnesota
$633
NL
1106
NorthAvenue LLC
Ohio
$633
DWP
1107
Destiny Wealth Partners
Florida
$633
TWM
1108
TopTier Wealth Management
Wisconsin
$633
FFA
1109
Frazier Financial Advisors
Ohio
$633
BFS
1110
Bare Financial Services
Pennsylvania
$633
RWS
1111
Retirement Wealth Solutions
Wisconsin
$633
IAS
1112
IMA Advisory Services
Colorado
$632
IPS
1113
Investors Portfolio Services
Washington
$607
BIM
1114
Breakwater Investment Management
Washington
$507
SA
1115
Seneschal Advisors
Washington
$507
EWM
1116
Evolution Wealth Management
Florida
$506
SIM
1117
Synergy Investment Management
Florida
$506
CCWM
1118
Cassaday & Co Wealth Management
Virginia
$380
NWS
1119
Nvest Wealth Strategies
Ohio
$254
CW
1120
Curio Wealth
Maryland
$253
SWA
1121
SOA Wealth Advisors
New York
$146
NF
1122
Napier Financial
Massachusetts
$127
YDMI
1123
Y.D. More Investments
Israel
$71
Norges Bank
1124
Norges Bank
Norway
Skandinaviska Enskilda Banken (SEB)
1125
Skandinaviska Enskilda Banken (SEB)
Sweden