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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
AIS
551
AM Investment Strategies
Tennessee
$595K +$532 +5 +0.1%
WE
552
Wealth Effects
Massachusetts
$591K – – –
AV
553
Alamea Verwaltungs
New Jersey
$590K -$140K -1,318 -19%
NCM
554
Northside Capital Management
Oregon
$588K +$588K +5,527 New
VI
555
Vestcor Inc
New Brunswick, Canada
$579K -$10.7K -101 -2%
SFM
556
Systematic Financial Management
New Jersey
$574K – – –
GI
557
GAMMA Investing
California
$572K +$182K +1,707 +46%
MFA
558
Mayflower Financial Advisors
Massachusetts
$569K -$5.64K -53 -1%
SGAM
559
Smith Group Asset Management
Texas
$561K -$5.1K -48 -0.9%
PA
560
Pinnacle Associates
New York
$559K +$16.8K +158 +3%
FCM
561
Fortis Capital Management
Washington
$558K +$2.23K +21 +0.4%
LA
562
LVW Advisors
New York
$549K -$27.9K -262 -5%
SFI
563
SPC Financial Inc
Maryland
$540K +$2.87K +27 +0.5%
CAM
564
Cresset Asset Management
Illinois
$535K +$153K +1,439 +40%
KPWS
565
Kestra Private Wealth Services
Texas
$534K -$10.4K -98 -2%
VWA
566
VERITY Wealth Advisors
United States
$528K – – –
RZH
567
Relyea Zuckerberg Hanson
Connecticut
$526K +$5.1K +48 +1%
CCM
568
Coldstream Capital Management
Washington
$523K +$26.5K +249 +5%
CGPCS
569
Capital Group Private Client Services
California
$517K -$318K -2,995 -38%
PS
570
Principal Securities
Iowa
$511K +$332K +3,121 +186%
AWM
571
Aries Wealth Management
Maine
$508K – – –
RPC
572
Rossmore Private Capital
Connecticut
$506K – – –
TBNY
573
Trustco Bank (New York)
New York
$504K -$7.02K -66 -1%
PFBT
574
Parkside Financial Bank & Trust
Missouri
$503K +$44K +414 +10%
BBA
575
Baader Bank Aktiengesellschaft
Germany
$495K +$172K +1,620 +53%
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