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State Street

986 hedge funds and large institutions have $23.2B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 354 increasing their positions, 347 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $140M | Put options by funds: $120M

2.33% more ownership

Funds ownership: 87.7%90.03% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 347

3% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,002986 (-16)

8% less capital invested

Capital invested by funds: $25.2B → $23.2B (-$2.02B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
986
Holders Change
-16
Holders Change %
-1.6%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
101
Increased
354
Reduced
347
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
RGC
551
Roberts, Glore & Co
Illinois
$580K -$955 -10 -0.2%
SAG
552
SageView Advisory Group
California
$574K +$2.77K +29 +0.5%
PAG
553
Private Advisor Group
New Jersey
$569K -$196K -2,051 -24%
CA
554
Cannon Advisors
North Carolina
$564K +$83.5K +874 +16%
OFG
555
OmniStar Financial Group
North Carolina
$561K +$599K +6,269 New
ESBC
556
E.S. Barr & Co
Kentucky
$560K
CC
557
Chicago Capital
Illinois
$559K
ACA
558
Anchor Capital Advisors
Massachusetts
$556K -$2.2K -23 -0.4%
SC
559
Syon Capital
California
$548K +$148K +1,545 +34%
SHF
560
Safe Harbor Fiduciary
Florida
$547K -$4.49K -47 -0.8%
BMCM
561
Bryn Mawr Capital Management
Pennsylvania
$544K -$56.6K -593 -9%
BHC
562
Bowen Hanes & Co
Florida
$541K
LCM
563
Logan Capital Management
Pennsylvania
$538K
PSCM
564
Per Stirling Capital Management
Texas
$538K +$4.2K +44 +0.7%
NDSI
565
Newman Dignan & Sheerar Inc
Rhode Island
$537K
SCM
566
Stonebridge Capital Management
California
$537K
CLA
567
Carnegie Lake Advisors
New Jersey
$536K
IIC
568
Ironwood Investment Counsel
Arizona
$530K +$14.2K +149 +3%
FFM
569
Fullerton Fund Management
Singapore
$529K +$564K +5,904 New
DTL
570
Dynamic Technology Lab
Singapore
$527K -$353K -3,695 -39%
CFG
571
Citizens Financial Group
Rhode Island
$525K -$492K -5,149 -47%
MFG
572
Merit Financial Group
Georgia
$523K +$174K +1,822 +45%
WorldQuant Millennium Advisors
573
WorldQuant Millennium Advisors
New York
$517K -$14.8M -154,678 -96%
MAS
574
Meeder Advisory Services
Ohio
$515K +$10.9K +114 +2%
LA
575
Legacy Advisors
Pennsylvania
$515K -$28.4K -297 -5%

STT Hedge Fund Activity: Q1 2025 in Review

986 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2025, worth a combined $23.2B — down 8% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of STT and 101 opened new positions — a net loss of 3 holders — while 347 trimmed existing stakes and 354 added.

The largest buyer was Eastern Bank, adding an estimated $282M. The largest seller was Amundi, cutting an estimated $117M.

  • 986 institutional investors held State Street (STT) as of Q1 2025, down from 1,002 in Q4 2024.
  • Funds reported $23.2B of State Street stock for Q1 2025, down 8% quarter-over-quarter.
  • 101 funds opened new State Street positions in Q1 2025 and 104 closed out, a net change of -3 holders.
  • The largest State Street buyer in Q1 2025 was Eastern Bank, an estimated $282M added.
  • The largest State Street seller in Q1 2025 was Amundi, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2025.