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State Street

1,005 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 325 reducing their positions, and 69 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 in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$247M
Puts
$127M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DC
501
Davenport & Co
Virginia
$930K
HAIM
502
Hunter Associates Investment Management
Pennsylvania
$928K
FMWA
503
Forvis Mazars Wealth Advisors
Missouri
$924K
BTW
504
Boston Trust Walden
Massachusetts
$884K
LFA
505
Legacy Financial Advisors
Kentucky
$882K
CC
506
Carlson Capital
Texas
$882K
HW
507
Hancock Whitney
Mississippi
$880K
JWCA
508
J.W. Cole Advisors
Florida
$878K
SAM
509
Sompo Asset Management
Japan
$877K
I
510
InvesTrust
Oklahoma
$876K
MCM
511
MAI Capital Management
Ohio
$871K
KRSITF
512
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$864K
AWM
513
Avior Wealth Management
Nebraska
$861K
GWMR
514
GC Wealth Management RIA
Massachusetts
$855K
DG
515
DMC Group
Alabama
$848K
Nomura Holdings
516
Nomura Holdings
Japan
$847K
OTL
517
Oak Thistle LLC
New York
$842K
JIC
518
Johnson Investment Counsel
Ohio
$831K
AM
519
AGF Management
Ontario, Canada
$827K
MM
520
MQS Management
New York
$819K
KIM
521
Kestra Investment Management
Texas
$812K
CT
522
Chicago Trust
Illinois
$795K
RI
523
Ridgewood Investments
New Jersey
$790K
S
524
SignatureFD
Georgia
$785K
SYBT
525
Stock Yards Bank & Trust
Kentucky
$784K