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State Street

1,023 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 359 increasing their positions, 331 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:

3% more funds holding

Funds holding: 9901,023 (+33)

8% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.82%91.17% (+0.35%)

Holders
1,023
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
PAG
501
Private Advisor Group
New Jersey
$942K
GAM
502
Guinness Asset Management
United Kingdom
$939K
CANC
503
Culbertson A N & Co
Virginia
$936K
CRC
504
Curi RMB Capital
Illinois
$933K
VCA
505
Verdence Capital Advisors
Maryland
$931K
DC
506
Davenport & Co
Virginia
$930K
HAIM
507
Hunter Associates Investment Management
Pennsylvania
$928K
FMWA
508
Forvis Mazars Wealth Advisors
Missouri
$924K
BTW
509
Boston Trust Walden
Massachusetts
$884K
LFA
510
Legacy Financial Advisors
Kentucky
$882K
CC
511
Carlson Capital
Texas
$882K
HW
512
Hancock Whitney
Mississippi
$880K
JWCA
513
J.W. Cole Advisors
Florida
$878K
SAM
514
Sompo Asset Management
Japan
$877K
I
515
InvesTrust
Oklahoma
$876K
MCM
516
MAI Capital Management
Ohio
$871K
KRSITF
517
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$864K
AWM
518
Avior Wealth Management
Nebraska
$861K
GWMR
519
GC Wealth Management RIA
Massachusetts
$855K
PVI
520
Pine Valley Investments
New Jersey
$854K
DG
521
DMC Group
Alabama
$848K
Nomura Holdings
522
Nomura Holdings
Japan
$847K
OTL
523
Oak Thistle LLC
New York
$842K
JIC
524
Johnson Investment Counsel
Ohio
$831K
AM
525
AGF Management
Ontario, Canada
$827K