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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
KIM
1151
Kestra Investment Management
Texas
JWCA
1152
J.W. Cole Advisors
Florida
LAM
1153
L2 Asset Management
Massachusetts
LCM
1154
Logan Capital Management
Pennsylvania
FFM
1155
Forum Financial Management
Illinois
MFS
1156
Mirabella Financial Services
United Kingdom
CGPCS
1157
Capital Group Private Client Services
California
DS
1158
DRW Securities
Illinois
MM
1159
MQS Management
New York
TCM
1160
Teza Capital Management
Illinois
FHC
1161
First Heartland Consultants
Missouri
SMA
1162
Sage Mountain Advisors
Georgia
WANY
1163
Wealthspire Advisors (New York)
New York
MA
1164
MONECO Advisors
Connecticut
ERSOT
1165
Employees Retirement System of Texas
Texas
QIM
1166
Quantitative Investment Management
Virginia
NICM
1167
Neo Ivy Capital Management
New York
ICP
1168
Interchange Capital Partners
Pennsylvania
BWP
1169
Balboa Wealth Partners
Arizona
SA
1170
Sovran Advisors
California
CWP
1171
Capital Wealth Planning
Florida
XF
1172
XML Financial
Maryland
Empower Advisory Group
1173
Empower Advisory Group
Colorado
CIAM
1174
Caitong International Asset Management
Hong Kong
BPW
1175
Bingham Private Wealth
California