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State Street

1,005 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, 350 increasing their positions, 325 reducing their positions, and 69 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: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
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
IFA
551
Index Fund Advisors
California
$657K
DIM
552
Delta Investment Management
California
$655K
AIS
553
AM Investment Strategies
Tennessee
$650K
WE
554
Wealth Effects
Massachusetts
$644K
LA
555
LVW Advisors
New York
$639K
AV
556
Alamea Verwaltungs
New Jersey
$637K
VI
557
Vestcor Inc
New Brunswick, Canada
$632K
FFM
558
Forum Financial Management
Illinois
$632K
RZH
559
Relyea Zuckerberg Hanson
Connecticut
$631K
MSE
560
MUFG Securities EMEA
United Kingdom
$630K
SFM
561
Systematic Financial Management
New Jersey
$626K
CPIG
562
Chicago Partners Investment Group
Illinois
$625K
SFI
563
SPC Financial Inc
Maryland
$625K
DS
564
DRW Securities
Illinois
$621K
GWM
565
Greenwich Wealth Management
Connecticut
$619K
FCM
566
Fortis Capital Management
Washington
$612K
NICM
567
Neo Ivy Capital Management
New York
$609K
MFA
568
Mayflower Financial Advisors
Massachusetts
$606K
SGAM
569
Smith Group Asset Management
Texas
$606K
IWA
570
IBEX Wealth Advisors
New Jersey
$603K
AFG
571
Atomi Financial Group
New York
$586K
PS
572
Principal Securities
Iowa
$586K
KPWS
573
Kestra Private Wealth Services
Texas
$576K
VWA
574
VERITY Wealth Advisors
United States
$576K
ACM
575
Aster Capital Management
United Arab Emirates
$576K