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State Street

1,008 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, 352 increasing their positions, 326 reducing their positions, and 70 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: 9841,008 (+24)

8% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 326

0.4% more ownership

Funds ownership: 90.71%91.11% (+0.4%)

Holders
1,008
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
VCA
501
Verdence Capital Advisors
Maryland
$931K
DC
502
Davenport & Co
Virginia
$930K
HAIM
503
Hunter Associates Investment Management
Pennsylvania
$928K
FMWA
504
Forvis Mazars Wealth Advisors
Missouri
$924K
BTW
505
Boston Trust Walden
Massachusetts
$884K
LFA
506
Legacy Financial Advisors
Kentucky
$882K
CC
507
Carlson Capital
Texas
$882K
HW
508
Hancock Whitney
Mississippi
$880K
JWCA
509
J.W. Cole Advisors
Florida
$878K
SAM
510
Sompo Asset Management
Japan
$877K
I
511
InvesTrust
Oklahoma
$876K
MCM
512
MAI Capital Management
Ohio
$871K
KRSITF
513
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$864K
AWM
514
Avior Wealth Management
Nebraska
$861K
GWMR
515
GC Wealth Management RIA
Massachusetts
$855K
DG
516
DMC Group
Alabama
$848K
Nomura Holdings
517
Nomura Holdings
Japan
$847K
OTL
518
Oak Thistle LLC
New York
$842K
JIC
519
Johnson Investment Counsel
Ohio
$831K
AM
520
AGF Management
Ontario, Canada
$827K
MM
521
MQS Management
New York
$819K
KIM
522
Kestra Investment Management
Texas
$812K
CT
523
Chicago Trust
Illinois
$795K
RI
524
Ridgewood Investments
New Jersey
$790K
S
525
SignatureFD
Georgia
$785K