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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BCM
526
Brookstone Capital Management
Illinois
$706K +$67.4K +712 +11%
AIM
527
Aigen Investment Management
New York
$700K -$1.9M -20,019 -74%
HW
528
Hancock Whitney
Mississippi
$698K +$674K +7,115 New
DG
529
DMC Group
Alabama
$697K +$7.29K +77 +1%
S
530
SignatureFD
Georgia
$682K +$4.64K +49 +0.7%
CWA
531
Choice Wealth Advisors
Maine
$663K
KPPF
532
Klein Pavlis & Peasley Financial
California
$662K -$7.2K -76 -1%
BMCM
533
Bryn Mawr Capital Management
Pennsylvania
$655K -$390K -4,116 -38%
TCWM
534
Total Clarity Wealth Management
Illinois
$650K -$74.2K -784 -11%
PAS
535
Park Avenue Securities
New York
$650K +$156K +1,651 +33%
CL
536
CSS LLC
Illinois
$646K -$50.2K -530 -7%
MCM
537
MAI Capital Management
Ohio
$645K +$111K +1,172 +22%
RGC
538
Roberts, Glore & Co
Illinois
$637K -$38.1K -402 -6%
SIA
539
Schechter Investment Advisors
Michigan
$635K -$19.1K -202 -3%
SAG
540
SageView Advisory Group
California
$626K +$8.14K +86 +1%
JWCA
541
J.W. Cole Advisors
Florida
$620K
ESBC
542
E.S. Barr & Co
Kentucky
$613K
CC
543
Chicago Capital
Illinois
$613K
ACA
544
Anchor Capital Advisors
Massachusetts
$611K
SHF
545
Safe Harbor Fiduciary
Florida
$605K -$12.1K -128 -2%
JF
546
Jump Financial
Illinois
$603K -$5.48M -57,912 -90%
LA
547
Legacy Advisors
Pennsylvania
$594K -$432K -4,561 -43%
CT
548
Chicago Trust
Illinois
$594K -$34.4K -363 -6%
Envestnet Portfolio Solutions
549
Envestnet Portfolio Solutions
Illinois
$593K -$142K -1,498 -20%
BHC
550
Bowen Hanes & Co
Florida
$593K

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.