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State Street

984 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 353 increasing their positions, 364 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.6% more ownership

Funds ownership: 89.11%90.71% (+1.6%)

1% more funds holding

Funds holding: 972984 (+12)

3% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 364

Holders
984
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$429M
Puts
$122M
Net Calls
Net Calls Change

Top Buyers

1 +$448M
2 +$330M
3 +$281M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1 -$358M
2 -$314M
3 -$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BMCM
551
Bryn Mawr Capital Management
Pennsylvania
$623K
HIA
552
Harbor Investment Advisory
Maryland
$619K
IFA
553
Index Fund Advisors
California
$600K
AIS
554
AM Investment Strategies
Tennessee
$595K
WE
555
Wealth Effects
Massachusetts
$591K
AV
556
Alamea Verwaltungs
New Jersey
$590K
NCM
557
Northside Capital Management
Oregon
$588K
VI
558
Vestcor Inc
New Brunswick, Canada
$579K
SFM
559
Systematic Financial Management
New Jersey
$574K
GI
560
GAMMA Investing
California
$572K
MFA
561
Mayflower Financial Advisors
Massachusetts
$569K
SGAM
562
Smith Group Asset Management
Texas
$561K
PA
563
Pinnacle Associates
New York
$559K
FCM
564
Fortis Capital Management
Washington
$558K
LA
565
LVW Advisors
New York
$549K
SFI
566
SPC Financial Inc
Maryland
$540K
CAM
567
Cresset Asset Management
Illinois
$535K
KPWS
568
Kestra Private Wealth Services
Texas
$534K
VWA
569
VERITY Wealth Advisors
United States
$528K
RZH
570
Relyea Zuckerberg Hanson
Connecticut
$526K
CCM
571
Coldstream Capital Management
Washington
$523K
CGPCS
572
Capital Group Private Client Services
California
$517K
PS
573
Principal Securities
Iowa
$511K
AWM
574
Aries Wealth Management
Maine
$508K
RPC
575
Rossmore Private Capital
Connecticut
$506K