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State Street

989 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 290 increasing their positions, 366 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+78
Holders Change %
+8.56%
% of All Funds
13.16%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
155
Increased
290
Reduced
366
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
S
526
SignatureFD
Georgia
$682K +$4.81K +49 +0.7%
CWA
527
Choice Wealth Advisors
Maine
$663K
KPPF
528
Klein Pavlis & Peasley Financial
California
$662K -$7.46K -76 -1%
BMCM
529
Bryn Mawr Capital Management
Pennsylvania
$655K -$404K -4,116 -38%
TCWM
530
Total Clarity Wealth Management
Illinois
$650K -$77K -784 -11%
PAS
531
Park Avenue Securities
New York
$650K +$162K +1,651 +33%
CL
532
CSS LLC
Illinois
$646K -$52K -530 -7%
MCM
533
MAI Capital Management
Ohio
$645K +$115K +1,172 +22%
RGC
534
Roberts, Glore & Co
Illinois
$637K -$39.5K -402 -6%
SIA
535
Schechter Investment Advisors
Michigan
$635K -$19.8K -202 -3%
SAG
536
SageView Advisory Group
California
$626K +$8.44K +86 +1%
JWCA
537
J.W. Cole Advisors
Florida
$620K
ESBC
538
E.S. Barr & Co
Kentucky
$613K
CC
539
Chicago Capital
Illinois
$613K
ACA
540
Anchor Capital Advisors
Massachusetts
$611K
SHF
541
Safe Harbor Fiduciary
Florida
$605K -$12.6K -128 -2%
JF
542
Jump Financial
Illinois
$603K -$5.68M -57,912 -90%
LA
543
Legacy Advisors
Pennsylvania
$594K -$448K -4,561 -43%
CT
544
Chicago Trust
Illinois
$594K -$35.6K -363 -6%
Envestnet Portfolio Solutions
545
Envestnet Portfolio Solutions
Illinois
$593K -$147K -1,498 -20%
BHC
546
Bowen Hanes & Co
Florida
$593K
LCM
547
Logan Capital Management
Pennsylvania
$589K +$589 +6 +0.1%
SCM
548
Stonebridge Capital Management
California
$589K
NDSI
549
Newman Dignan & Sheerar Inc
Rhode Island
$589K
1C
550
111 Capital
France
$587K +$587K +5,982 New