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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
NL
1101
NorthAvenue LLC
Ohio
$633
DWP
1102
Destiny Wealth Partners
Florida
$633
FFA
1103
Frazier Financial Advisors
Ohio
$633
BFS
1104
Bare Financial Services
Pennsylvania
$633
RWS
1105
Retirement Wealth Solutions
Wisconsin
$633
TWM
1106
TopTier Wealth Management
Wisconsin
$633
IAS
1107
IMA Advisory Services
Colorado
$632
IPS
1108
Investors Portfolio Services
Washington
$607
BIM
1109
Breakwater Investment Management
Washington
$507
SA
1110
Seneschal Advisors
Washington
$507
EWM
1111
Evolution Wealth Management
Florida
$506
SIM
1112
Synergy Investment Management
Florida
$506
CCWM
1113
Cassaday & Co Wealth Management
Virginia
$380
NWS
1114
Nvest Wealth Strategies
Ohio
$254
CW
1115
Curio Wealth
Maryland
$253
SWA
1116
SOA Wealth Advisors
New York
$146
NF
1117
Napier Financial
Massachusetts
$127
YDMI
1118
Y.D. More Investments
Israel
$71
Norges Bank
1119
Norges Bank
Norway
Skandinaviska Enskilda Banken (SEB)
1120
Skandinaviska Enskilda Banken (SEB)
Sweden
Two Sigma Advisers
1121
Two Sigma Advisers
New York
IMC Chicago
1122
IMC Chicago
Illinois
LA
1123
LBP AM
France
FAF
1124
Första AP-fonden
Sweden
BHWA
1125
Beacon Harbor Wealth Advisors
Virginia