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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
CANC
501
Culbertson A N & Co
Virginia
$754K +$58.7K +615 +8%
RF
502
Robbins Farley
New Hampshire
$754K
FMWA
503
Forvis Mazars Wealth Advisors
Missouri
$751K -$11.8K -124 -1%
HIM
504
Hillsdale Investment Management
Ontario, Canada
$749K
CWA
505
Consilium Wealth Advisory
Texas
$744K -$264K -2,763 -25%
WG
506
Welch Group
Alabama
$743K
RT
507
Rockland Trust
Massachusetts
$739K
HAIM
508
Hunter Associates Investment Management
Pennsylvania
$716K
DC
509
Davenport & Co
Virginia
$710K +$42.3K +443 +6%
HAG
510
HighPoint Advisor Group
Illinois
$705K -$3.44K -36 -0.5%
WT
511
Washington Trust
Rhode Island
$704K -$11.9K -125 -2%
CGPCS
512
Capital Group Private Client Services
California
$704K -$44M -460,158 -98%
NICM
513
Neo Ivy Capital Management
New York
$695K -$2.52M -26,419 -77%
A
514
AlphaQuest
New York
$692K -$851K -8,905 -54%
AWP
515
Ascent Wealth Partners
New York
$686K +$337K +3,524 +85%
QCG
516
Quadrant Capital Group
Ohio
$681K +$588K +6,151 +424%
I
517
InvesTrust
Oklahoma
$676K
TI
518
Tidal Investments
Wisconsin
$675K -$253K -2,647 -26%
IWC
519
Integrated Wealth Concepts
Massachusetts
$671K -$3.82K -40 -0.5%
SYBT
520
Stock Yards Bank & Trust
Kentucky
$671K -$202K -2,119 -22%
PVI
521
Pine Valley Investments
New Jersey
$671K -$14.3K -150 -2%
JWCA
522
J.W. Cole Advisors
Florida
$666K +$107K +1,120 +18%
Wolverine Trading
523
Wolverine Trading
Illinois
$665K -$882K -9,233 -55%
QIM
524
Quantitative Investment Management
Virginia
$659K +$406K +4,248 +136%
DG
525
DMC Group
Alabama
$658K +$24.3K +254 +4%

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.