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State Street

1,015 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, 355 increasing their positions, 328 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:

3% more funds holding

Funds holding: 9871,015 (+28)

8% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 328

0.32% more ownership

Funds ownership: 90.81%91.13% (+0.32%)

Holders
1,015
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
GAM
501
Guinness Asset Management
United Kingdom
$939K
CANC
502
Culbertson A N & Co
Virginia
$936K
CRC
503
Curi RMB Capital
Illinois
$933K
VCA
504
Verdence Capital Advisors
Maryland
$931K
DC
505
Davenport & Co
Virginia
$930K
HAIM
506
Hunter Associates Investment Management
Pennsylvania
$928K
FMWA
507
Forvis Mazars Wealth Advisors
Missouri
$924K
BTW
508
Boston Trust Walden
Massachusetts
$884K
LFA
509
Legacy Financial Advisors
Kentucky
$882K
CC
510
Carlson Capital
Texas
$882K
HW
511
Hancock Whitney
Mississippi
$880K
JWCA
512
J.W. Cole Advisors
Florida
$878K
SAM
513
Sompo Asset Management
Japan
$877K
I
514
InvesTrust
Oklahoma
$876K
MCM
515
MAI Capital Management
Ohio
$871K
KRSITF
516
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$864K
AWM
517
Avior Wealth Management
Nebraska
$861K
GWMR
518
GC Wealth Management RIA
Massachusetts
$855K
DG
519
DMC Group
Alabama
$848K
Nomura Holdings
520
Nomura Holdings
Japan
$847K
OTL
521
Oak Thistle LLC
New York
$842K
JIC
522
Johnson Investment Counsel
Ohio
$831K
AM
523
AGF Management
Ontario, Canada
$827K
MM
524
MQS Management
New York
$819K
KIM
525
Kestra Investment Management
Texas
$812K