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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
CA
401
Clearstead Advisors
Ohio
$2.01M
Thrivent Financial for Lutherans
402
Thrivent Financial for Lutherans
Minnesota
$1.99M
CIA
403
Concurrent Investment Advisors
Florida
$1.96M
LJHT
404
Laurie J. Hall Trustee
$1.94M
CCG
405
Cypress Capital Group
Florida
$1.93M
WIC
406
Wilkins Investment Counsel
Massachusetts
$1.93M
KWA
407
Kingswood Wealth Advisors
California
$1.93M
Lido Advisors
408
Lido Advisors
California
$1.91M
STA
409
Summit Trail Advisors
New York
$1.9M
JCM
410
Jacobi Capital Management
Pennsylvania
$1.86M
GIBU
411
Gulf International Bank (UK)
United Kingdom
$1.85M
Northwestern Mutual Wealth Management
412
Northwestern Mutual Wealth Management
Wisconsin
$1.85M
Luther King Capital Management (LKCM)
413
Luther King Capital Management (LKCM)
Texas
$1.85M
CRC
414
Curi RMB Capital
Illinois
$1.84M
LSERS
415
Louisiana State Employees Retirement System
Louisiana
$1.84M
Vontobel Holding
416
Vontobel Holding
Switzerland
$1.84M
IA
417
IFG Advisory
Georgia
$1.83M
MSRPS
418
Maryland State Retirement & Pension System
Maryland
$1.82M
JSSH
419
J. Safra Sarasin Holding
$1.81M
TCM
420
Twin Capital Management
Pennsylvania
$1.81M
SPIA
421
Steward Partners Investment Advisory
New York
$1.8M
I
422
InceptionR
California
$1.79M
NRS
423
Neville Rodie & Shaw
New York
$1.74M
ASN
424
Advisory Services Network
Georgia
$1.74M
Baird Financial Group
425
Baird Financial Group
Wisconsin
$1.73M