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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
MFS
1151
Mirabella Financial Services
United Kingdom
CGPCS
1152
Capital Group Private Client Services
California
DS
1153
DRW Securities
Illinois
MM
1154
MQS Management
New York
TCM
1155
Teza Capital Management
Illinois
FHC
1156
First Heartland Consultants
Missouri
SMA
1157
Sage Mountain Advisors
Georgia
WANY
1158
Wealthspire Advisors (New York)
New York
MA
1159
MONECO Advisors
Connecticut
ERSOT
1160
Employees Retirement System of Texas
Texas
QIM
1161
Quantitative Investment Management
Virginia
NICM
1162
Neo Ivy Capital Management
New York
ICP
1163
Interchange Capital Partners
Pennsylvania
BWP
1164
Balboa Wealth Partners
Arizona
SA
1165
Sovran Advisors
California
XF
1166
XML Financial
Maryland
CWP
1167
Capital Wealth Planning
Florida
Empower Advisory Group
1168
Empower Advisory Group
Colorado
CIAM
1169
Caitong International Asset Management
Hong Kong
BPW
1170
Bingham Private Wealth
California
HCM
1171
Howard Capital Management
Georgia
EFG
1172
Ethos Financial Group
Pennsylvania
MWM
1173
Modern Wealth Management
Kansas
SCM
1174
Schnieders Capital Management
California
SIC
1175
Sage Investment Counsel
Tennessee