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State Street

1,078 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 351 increasing their positions, 381 reducing their positions, and 73 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:

1.24% more ownership

Funds ownership: 91.16%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 381

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,078
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
CI
476
CX Institutional
Indiana
$1.26M
CM
477
Caption Management
Oklahoma
$1.25M
NDSIB
478
North Dakota State Investment Board
North Dakota
$1.25M
CFG
479
Citizens Financial Group
Rhode Island
$1.25M
VSQM
480
V-Square Quantitative Management
Illinois
$1.24M
HSA
481
HBK Sorce Advisory
Pennsylvania
$1.23M
JFG
482
Jefferies Financial Group
New York
$1.23M
VA
483
Vident Advisory
Georgia
$1.23M
BFO
484
Boston Family Office
Massachusetts
$1.22M
HFO
485
Heritage Family Offices
Arizona
$1.22M
CL
486
CSS LLC
Illinois
$1.22M
WSFS
487
Wilmington Savings Fund Society
Delaware
$1.2M
MC
488
Mount Capital
United Kingdom
$1.2M
AWM
489
Apollon Wealth Management
South Carolina
$1.18M
BF
490
BOK Financial
Oklahoma
$1.18M
ECM
491
Everence Capital Management
Indiana
$1.16M
BP
492
Ballentine Partners
Massachusetts
$1.15M
NMIMC
493
Northwestern Mutual Investment Management Company
Wisconsin
$1.15M
IWC
494
Integrated Wealth Concepts
Massachusetts
$1.15M
EC
495
EntryPoint Capital
New York
$1.14M
ACM
496
Aquatic Capital Management
Illinois
$1.13M
IC
497
Inscription Capital
Texas
$1.13M
WG
498
Welch Group
Alabama
$1.12M
CFMC
499
Curbstone Financial Management Corp
New Hampshire
$1.1M
SAM
500
Silvercrest Asset Management
New York
$1.1M