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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
AWM
476
Apollon Wealth Management
South Carolina
$918K +$19.3K +202 +2%
AFM
477
Abbot Financial Management
Massachusetts
$914K
ASN
478
Advisory Services Network
Georgia
$913K -$2.1K -22 -0.2%
NA
479
NewEdge Advisors
Louisiana
$913K +$499K +5,226 +105%
CIEC
480
Crédit Industriel et Commercial
France
$910K +$971K +10,162 New
AM
481
AGF Management
Ontario, Canada
$901K
UCFA
482
United Capital Financial Advisors
Texas
$879K -$54.2K -567 -5%
TI
483
Trexquant Investment
Connecticut
$876K -$17M -177,551 -95%
Cambridge Investment Research Advisors
484
Cambridge Investment Research Advisors
Iowa
$875K +$9.36K +98 +1%
SAM
485
Silvercrest Asset Management
New York
$873K
VSQM
486
V-Square Quantitative Management
Illinois
$870K -$3.73K -39 -0.4%
ECM
487
Everence Capital Management
Indiana
$859K
BTW
488
Boston Trust Walden
Massachusetts
$842K
AFCM
489
Applied Finance Capital Management
Puerto Rico
$835K -$66.3K -694 -7%
NMIMC
490
Northwestern Mutual Investment Management Company
Wisconsin
$821K -$12.8K -134 -1%
TMAM
491
Tokio Marine Asset Management
Japan
$818K +$35.7K +374 +4%
Nomura Holdings
492
Nomura Holdings
Japan
$814K -$54.4K -569 -6%
PTC
493
Petrus Trust Company
Texas
$812K -$93.2K -976 -10%
CIBC Private Wealth Group
494
CIBC Private Wealth Group
Georgia
$806K +$90.3K +945 +10%
RIL
495
Rothschild Investment LLC
Illinois
$773K -$9.84K -103 -1%
CFMC
496
Curbstone Financial Management Corp
New Hampshire
$765K
KRSITF
497
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$762K -$672K -7,032 -45%
DA
498
Denali Advisors
California
$755K
MF
499
Magnetar Financial
Illinois
$754K +$407K +4,260 +102%
HWM
500
HB Wealth Management
Georgia
$754K +$281K +2,944 +54%

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.