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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
HCM
1176
Howard Capital Management
Georgia
EFG
1177
Ethos Financial Group
Pennsylvania
MWM
1178
Modern Wealth Management
Kansas
SIC
1179
Sage Investment Counsel
Tennessee
SCM
1180
Schnieders Capital Management
California
SCM
1181
Shelton Capital Management
Colorado
SMA
1182
Seven Mile Advisory
New Jersey
NL
1183
NWAM LLC
Washington
HIP
1184
Harrell Investment Partners
Texas
SHF
1185
Safe Harbor Fiduciary
Florida
BC
1186
Bayforest Capital
United Kingdom
ACM
1187
Aster Capital Management
United Arab Emirates
HBT
1188
Hills Bank & Trust
Iowa
SIM
1189
Sentry Investment Management
Wisconsin
DT
1190
DV Trading
Illinois
GWM
1191
Greenline Wealth Management
Florida
EW
1192
Elyxium Wealth
California
FWA
1193
Flagship Wealth Advisors
Massachusetts
RS
1194
Rakuten Securities
Japan
FIA
1195
FNY Investment Advisers
New York
T. Rowe Price Investment Management
1196
T. Rowe Price Investment Management
Maryland
TH
1197
TCTC Holdings
Texas
HHMI
1198
Howard Hughes Medical Institute
Maryland
VWWMG
1199
Vermillion & White Wealth Management Group
Pennsylvania
IA
1200
Icon Advisers
Colorado