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State Street

986 hedge funds and large institutions have $23.2B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 354 increasing their positions, 347 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $140M | Put options by funds: $120M

2.33% more ownership

Funds ownership: 87.7%90.03% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 347

3% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,002986 (-16)

8% less capital invested

Capital invested by funds: $25.2B → $23.2B (-$2.02B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
986
Holders Change
-16
Holders Change %
-1.6%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
101
Increased
354
Reduced
347
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$1.05M -$63K -659 -5%
MWA
452
Medallion Wealth Advisors
Connecticut
$1.05M
RMC
453
Resources Management Corp
Connecticut
$1.04M
Assenagon Asset Management
454
Assenagon Asset Management
Luxembourg
$1.02M +$107K +1,125 +11%
EF
455
Empirical Finance
Pennsylvania
$1.02M +$27.2K +285 +3%
BF
456
BOK Financial
Oklahoma
$1.02M +$1.02M +10,651 +1,471%
Baird Financial Group
457
Baird Financial Group
Wisconsin
$1.01M -$2.21M -23,124 -67%
HSA
458
HBK Sorce Advisory
Pennsylvania
$1M -$46.1K -483 -4%
Lido Advisors
459
Lido Advisors
California
$998K +$3.15K +33 +0.3%
KeyBank National Association
460
KeyBank National Association
Ohio
$992K -$66.8K -699 -6%
FNT
461
First National Trust
Pennsylvania
$986K
BCI
462
Brinker Capital Investments
Pennsylvania
$985K +$13.6K +142 +1%
OPS
463
Orion Portfolio Solutions
Nebraska
$985K +$13.6K +142 +1%
FRM
464
Fox Run Management
Connecticut
$979K +$1.04M +10,938 New
BMC
465
Benin Management Corp
Connecticut
$971K -$14.8K -155 -1%
IMCOOI
466
Investment Management Corp of Ontario (IMCO)
Canada
$968K +$1.03M +10,810 New
AI
467
Atria Investments
North Carolina
$965K +$116K +1,216 +13%
AFS
468
Aft Forsyth & Sober
Florida
$962K
MYAM
469
Meiji Yasuda Asset Management
Japan
$961K -$63.1K -661 -6%
Parallax Volatility Advisers
470
Parallax Volatility Advisers
California
$953K +$1.02M +10,642 +266,050%
PAM
471
Paradigm Asset Management
New York
$949K
AAF
472
Andra AP-fonden
Sweden
$949K +$1.01M +10,600 New
MML Investors Services
473
MML Investors Services
Massachusetts
$943K -$130K -1,362 -11%
CC
474
Carlson Capital
Texas
$940K +$592K +6,200 +144%
TRCT
475
Tower Research Capital (TRC)
New York
$936K -$1.24M -12,998 -55%

STT Hedge Fund Activity: Q1 2025 in Review

986 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2025, worth a combined $23.2B — down 8% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of STT and 101 opened new positions — a net loss of 3 holders — while 347 trimmed existing stakes and 354 added.

The largest buyer was Eastern Bank, adding an estimated $282M. The largest seller was Amundi, cutting an estimated $117M.

  • 986 institutional investors held State Street (STT) as of Q1 2025, down from 1,002 in Q4 2024.
  • Funds reported $23.2B of State Street stock for Q1 2025, down 8% quarter-over-quarter.
  • 101 funds opened new State Street positions in Q1 2025 and 104 closed out, a net change of -3 holders.
  • The largest State Street buyer in Q1 2025 was Eastern Bank, an estimated $282M added.
  • The largest State Street seller in Q1 2025 was Amundi, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2025.