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State Street

987 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, 366 reducing their positions, and 77 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: $ → $

1.63% more ownership

Funds ownership: 89.18%90.81% (+1.6%)

1% more funds holding

Funds holding: 977987 (+10)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
987
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
MAS
551
Meeder Advisory Services
Ohio
$627K
SHF
552
Safe Harbor Fiduciary
Florida
$626K
BMCM
553
Bryn Mawr Capital Management
Pennsylvania
$623K
HIA
554
Harbor Investment Advisory
Maryland
$619K
IFA
555
Index Fund Advisors
California
$600K
AIS
556
AM Investment Strategies
Tennessee
$595K
WE
557
Wealth Effects
Massachusetts
$591K
AV
558
Alamea Verwaltungs
New Jersey
$590K
NCM
559
Northside Capital Management
Oregon
$588K
VI
560
Vestcor Inc
New Brunswick, Canada
$579K
SFM
561
Systematic Financial Management
New Jersey
$574K
GI
562
GAMMA Investing
California
$572K
MFA
563
Mayflower Financial Advisors
Massachusetts
$569K
SGAM
564
Smith Group Asset Management
Texas
$561K
PA
565
Pinnacle Associates
New York
$559K
FCM
566
Fortis Capital Management
Washington
$558K
LA
567
LVW Advisors
New York
$549K
SFI
568
SPC Financial Inc
Maryland
$540K
KPWS
569
Kestra Private Wealth Services
Texas
$534K
VWA
570
VERITY Wealth Advisors
United States
$528K
RZH
571
Relyea Zuckerberg Hanson
Connecticut
$526K
CCM
572
Coldstream Capital Management
Washington
$523K
CGPCS
573
Capital Group Private Client Services
California
$517K
PS
574
Principal Securities
Iowa
$511K
AWM
575
Aries Wealth Management
Maine
$508K