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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
FHC
1151
First Heartland Consultants
Missouri
SMA
1152
Sage Mountain Advisors
Georgia
WANY
1153
Wealthspire Advisors (New York)
New York
MA
1154
MONECO Advisors
Connecticut
ERSOT
1155
Employees Retirement System of Texas
Texas
QIM
1156
Quantitative Investment Management
Virginia
NICM
1157
Neo Ivy Capital Management
New York
ICP
1158
Interchange Capital Partners
Pennsylvania
BWP
1159
Balboa Wealth Partners
Arizona
SA
1160
Sovran Advisors
California
CWP
1161
Capital Wealth Planning
Florida
XF
1162
XML Financial
Maryland
Empower Advisory Group
1163
Empower Advisory Group
Colorado
CIAM
1164
Caitong International Asset Management
Hong Kong
BPW
1165
Bingham Private Wealth
California
HCM
1166
Howard Capital Management
Georgia
EFG
1167
Ethos Financial Group
Pennsylvania
MWM
1168
Modern Wealth Management
Kansas
SCM
1169
Schnieders Capital Management
California
SIC
1170
Sage Investment Counsel
Tennessee
SCM
1171
Shelton Capital Management
Colorado
SMA
1172
Seven Mile Advisory
New Jersey
NL
1173
NWAM LLC
Washington
HIP
1174
Harrell Investment Partners
Texas
SHF
1175
Safe Harbor Fiduciary
Florida