STT icon

State Street

911 hedge funds and large institutions have $22.6B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 277 increasing their positions, 373 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+17
Holders Change %
+1.9%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
98
Increased
277
Reduced
373
Closed
74
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Envestnet Portfolio Solutions
501
Envestnet Portfolio Solutions
Illinois
$667K +$11K +124 +2%
TCWM
502
Total Clarity Wealth Management
Illinois
$656K +$291K +3,293 +80%
CI
503
CX Institutional
Indiana
$641K +$9.47K +107 +1%
GITFIT
504
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$637K
CL
505
CSS LLC
Illinois
$629K -$310K -3,500 -33%
BFG
506
Bleakley Financial Group
New Jersey
$624K +$4.51K +51 +0.7%
IWC
507
Integrated Wealth Concepts
Massachusetts
$624K -$64K -724 -9%
DG
508
DMC Group
Alabama
$621K -$2.21K -25 -0.4%
BCM
509
BlueMar Capital Management
Florida
$620K -$221K -2,500 -26%
S
510
SignatureFD
Georgia
$610K -$1.77K -20 -0.3%
RGC
511
Roberts, Glore & Co
Illinois
$609K -$61K -689 -9%
DAS
512
Diversify Advisory Services
Utah
$605K -$309K -3,437 -34%
KPPF
513
Klein Pavlis & Peasley Financial
California
$603K -$8.23K -93 -1%
TI
514
Trexquant Investment
Connecticut
$598K -$11.2M -126,817 -95%
CWA
515
Choice Wealth Advisors
Maine
$597K
SIA
516
Schechter Investment Advisors
Michigan
$590K -$95.2K -1,076 -14%
KOCAA
517
Knights of Columbus Asset Advisors
Connecticut
$588K +$110K +1,242 +23%
BCM
518
Brookstone Capital Management
Illinois
$574K +$28K +317 +5%
LA
519
LVW Advisors
New York
$569K +$17K +192 +3%
ML
520
McAdam LLC
Pennsylvania
$569K -$8.67K -98 -2%
CT
521
Chicago Trust
Illinois
$567K -$15K -169 -3%
JWCA
522
J.W. Cole Advisors
Florida
$559K -$14.8K -167 -3%
NDSI
523
Newman Dignan & Sheerar Inc
Rhode Island
$558K
SAG
524
SageView Advisory Group
California
$557K -$18.1K -205 -3%
SHF
525
Safe Harbor Fiduciary
Florida
$556K +$556K +6,289 New