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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
DG
501
DMC Group
Alabama
$779K -$3.19K -30 -0.4%
JWCA
502
J.W. Cole Advisors
Florida
$772K -$19.2K -181 -2%
TI
503
Tidal Investments
Wisconsin
$771K -$31.9K -302 -4%
GAM
504
Guinness Asset Management
United Kingdom
$767K +$17.8K +167 +2%
MIF
505
Mediolanum International Funds
Ireland
$767K +$767K +7,234 New
MCM
506
MAI Capital Management
Ohio
$749K +$57.4K +540 +8%
SYBT
507
Stock Yards Bank & Trust
Kentucky
$740K -$57.5K -541 -7%
SFA
508
Sequoia Financial Advisors
Ohio
$738K +$269K +2,528 +57%
LFA
509
Legacy Financial Advisors
Kentucky
$734K +$734K +6,900 New
SAG
510
SageView Advisory Group
California
$729K +$8.66K +77 +1%
RI
511
Ridgewood Investments
New Jersey
$727K +$354K +3,329 +95%
MSA
512
MUFG Securities Americas
New York
$727K +$121K +1,142 +20%
CT
513
Chicago Trust
Illinois
$724K +$34.2K +322 +5%
AM
514
AGF Management
Ontario, Canada
$721K -$350K -3,289 -33%
JIC
515
Johnson Investment Counsel
Ohio
$719K +$106 +1 +0%
A
516
AlphaQuest
New York
$719K -$103K -968 -13%
CWA
517
Choice Wealth Advisors
Maine
$718K – – –
OFG
518
OmniStar Financial Group
North Carolina
$709K +$42.2K +397 +6%
ML
519
McAdam LLC
Pennsylvania
$707K +$11.8K +111 +2%
WPC
520
Wedmont Private Capital
Pennsylvania
$701K -$328 -3 -0%
EWA
521
EP Wealth Advisors
California
$699K +$346K +3,255 +98%
SPC
522
Sigma Planning Corp
Michigan
$696K -$6.06K -57 -0.9%
MGP
523
M&G plc
United Kingdom
$695K – – –
PAG
524
Private Advisor Group
New Jersey
$691K +$15.6K +147 +2%
CFG
525
Citizens Financial Group
Rhode Island
$688K +$64.4K +606 +10%
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