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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
HSA
451
HBK Sorce Advisory
Pennsylvania
$1.1M -$93.3K -877 -8%
UCFA
452
United Capital Financial Advisors
Texas
$1.09M +$48.2K +453 +5%
Carson Wealth (CWM LLC)
453
Carson Wealth (CWM LLC)
Nebraska
$1.09M -$157K -1,480 -13%
PAS
454
Point72 Asia (Singapore)
Singapore
$1.09M +$1.09M +10,232 New
OTPPB
455
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.09M -$346K -3,253 -24%
AFM
456
Abbot Financial Management
Massachusetts
$1.09M – – –
SCM
457
SCS Capital Management
Massachusetts
$1.08M +$1.08M +10,183 New
RF
458
Robbins Farley
New Hampshire
$1.08M +$186K +1,745 +21%
SAM
459
Sompo Asset Management
Japan
$1.07M -$745K -7,010 -41%
IWC
460
Integrated Wealth Concepts
Massachusetts
$1.06M +$264K +2,487 +33%
STA
461
Summit Trail Advisors
New York
$1.05M +$1.05M +9,866 New
MFG
462
Merit Financial Group
Georgia
$1.05M +$427K +4,018 +69%
SAM
463
Silvercrest Asset Management
New York
$1.04M +$4.04K +38 +0.4%
AFCM
464
Applied Finance Capital Management
Puerto Rico
$1.03M +$42K +395 +4%
PAMP
465
Polar Asset Management Partners
Ontario, Canada
$1.03M +$1.03M +9,700 New
MC
466
Mount Capital
United Kingdom
$989K -$989K -9,300 -50%
BTW
467
Boston Trust Walden
Massachusetts
$974K -$26.6K -250 -3%
TMAM
468
Tokio Marine Asset Management
Japan
$972K – – –
Cambridge Investment Research Advisors
469
Cambridge Investment Research Advisors
Iowa
$970K -$69K -649 -7%
NMIMC
470
Northwestern Mutual Investment Management Company
Wisconsin
$967K -$8.19K -77 -0.8%
ECM
471
Everence Capital Management
Indiana
$956K -$63.8K -600 -6%
RIL
472
Rothschild Investment LLC
Illinois
$935K +$16.9K +159 +2%
VSQM
473
V-Square Quantitative Management
Illinois
$935K -$98.8K -929 -10%
VA
474
Vident Advisory
Georgia
$915K -$539K -5,067 -37%
CFMC
475
Curbstone Financial Management Corp
New Hampshire
$909K – – –
17 18
19
20 21