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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
RMC
451
Resources Management Corp
Connecticut
$1.14M +$11.8K +125 +1%
I
452
INVST
Indiana
$1.14M +$19.5K +206 +2%
Northwestern Mutual Wealth Management
453
Northwestern Mutual Wealth Management
Wisconsin
$1.13M -$46.5K -491 -4%
HT
454
Headlands Technologies
Illinois
$1.12M +$1.09M +11,461 New
MYAM
455
Meiji Yasuda Asset Management
Japan
$1.12M +$111K +1,173 +11%
BP
456
Ballentine Partners
Massachusetts
$1.11M +$45.9K +485 +4%
AAS
457
Avantax Advisory Services
Texas
$1.11M +$558K +5,897 +109%
CFO
458
Callan Family Office
Pennsylvania
$1.1M +$804K +8,490 +309%
Lido Advisors
459
Lido Advisors
California
$1.09M +$26.1K +276 +3%
EF
460
Empirical Finance
Pennsylvania
$1.09M -$16.8K -177 -2%
CWA
461
Consilium Wealth Advisory
Texas
$1.09M +$1.05M +11,076 New
FNT
462
First National Trust
Pennsylvania
$1.08M
CFG
463
Citizens Financial Group
Rhode Island
$1.08M +$494K +5,220 +90%
BMC
464
Benin Management Corp
Connecticut
$1.08M -$1.01M -10,620 -49%
BCI
465
Brinker Capital Investments
Pennsylvania
$1.07M -$16.9K -178 -2%
OPS
466
Orion Portfolio Solutions
Nebraska
$1.07M -$16.9K -178 -2%
Simplex Trading
467
Simplex Trading
Illinois
$1.06M +$1.03M +10,835 New
CANY
468
Caxton Associates (New York)
New York
$1.06M
AFS
469
Aft Forsyth & Sober
Florida
$1.06M -$852K -9,000 -46%
GC
470
Guggenheim Capital
Illinois
$1.05M -$723K -7,635 -42%
PAM
471
Paradigm Asset Management
New York
$1.04M +$1M +10,600 New
UCFA
472
United Capital Financial Advisors
Texas
$1.02M -$284 -3 -0%
IFU
473
iSAM Funds (UK)
United Kingdom
$1.01M +$687K +7,256 +237%
Assenagon Asset Management
474
Assenagon Asset Management
Luxembourg
$1.01M -$36.6K -386 -4%
ASN
475
Advisory Services Network
Georgia
$1M -$38.3K -404 -4%

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.