STT icon

State Street

1,082 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 382 reducing their positions, and 74 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:

1.58% more ownership

Funds ownership: 91.16%92.74% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,082
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
BC
401
Burney Company
Virginia
$2.03M
CA
402
Clearstead Advisors
Ohio
$2.01M
Thrivent Financial for Lutherans
403
Thrivent Financial for Lutherans
Minnesota
$1.99M
CIA
404
Concurrent Investment Advisors
Florida
$1.96M
LJHT
405
Laurie J. Hall Trustee
$1.94M
CCG
406
Cypress Capital Group
Florida
$1.93M
WIC
407
Wilkins Investment Counsel
Massachusetts
$1.93M
KWA
408
Kingswood Wealth Advisors
California
$1.93M
Lido Advisors
409
Lido Advisors
California
$1.91M
STA
410
Summit Trail Advisors
New York
$1.9M
JCM
411
Jacobi Capital Management
Pennsylvania
$1.86M
GIBU
412
Gulf International Bank (UK)
United Kingdom
$1.85M
Northwestern Mutual Wealth Management
413
Northwestern Mutual Wealth Management
Wisconsin
$1.85M
Luther King Capital Management (LKCM)
414
Luther King Capital Management (LKCM)
Texas
$1.85M
CRC
415
Curi RMB Capital
Illinois
$1.84M
LSERS
416
Louisiana State Employees Retirement System
Louisiana
$1.84M
Vontobel Holding
417
Vontobel Holding
Switzerland
$1.84M
IA
418
IFG Advisory
Georgia
$1.83M
MSRPS
419
Maryland State Retirement & Pension System
Maryland
$1.82M
JSSH
420
J. Safra Sarasin Holding
$1.81M
TCM
421
Twin Capital Management
Pennsylvania
$1.81M
SPIA
422
Steward Partners Investment Advisory
New York
$1.8M
I
423
InceptionR
California
$1.79M
NRS
424
Neville Rodie & Shaw
New York
$1.74M
ASN
425
Advisory Services Network
Georgia
$1.74M