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State Street

1,074 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 350 increasing their positions, 382 reducing their positions, and 72 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

1.23% more ownership

Funds ownership: 91.17%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,074
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
351
Evergreen Capital Management
Washington
$2.83M
MWM
352
Massachusetts Wealth Management
Massachusetts
$2.79M
CFB
353
Cullen/Frost Bankers
Texas
$2.77M
SNBOSD
354
Security National Bank of So Dak
Iowa
$2.76M
MC
355
Mathes Company
New York
$2.74M
FCH
356
Freestone Capital Holdings
Washington
$2.73M
WAP
357
Wealthcare Advisory Partners
Pennsylvania
$2.72M
AC
358
Allstate Corporation
Illinois
$2.7M
AF
359
Avanza Fonder
Sweden
$2.68M
SNBOSCI
360
Security National Bank of Sioux City Iowa
Iowa
$2.65M
CAG
361
Crestwood Advisors Group
Massachusetts
$2.65M
CPBTD
362
Central Pacific Bank - Trust Division
Hawaii
$2.64M
HPC
363
HM Payson & Co
Maine
$2.64M
OCBCO
364
Oversea-Chinese Banking Corp (OCBC)
Singapore
$2.58M
HIA
365
Harvest Investment Advisors
Florida
$2.55M
A
366
AlphaQuest
New York
$2.51M
PIM
367
Plato Investment Management
Australia
$2.49M
AF
368
Alerus Financial
North Dakota
$2.49M
CYG
369
Clean Yield Group
Vermont
$2.48M
CG
370
Caprock Group
Idaho
$2.46M
MC
371
Moors & Cabot
Massachusetts
$2.44M
DC
372
Davenport & Co
Virginia
$2.43M
MSU
373
Mizuho Securities USA
New York
$2.42M
WIM
374
Walsky Investment Management
Pennsylvania
$2.41M
SA
375
Sanctuary Advisors
Indiana
$2.38M