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State Street

1,008 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, 352 increasing their positions, 326 reducing their positions, and 70 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: 9841,008 (+24)

8% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 326

0.4% more ownership

Funds ownership: 90.71%91.11% (+0.4%)

Holders
1,008
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
NCM
551
Northside Capital Management
Oregon
$676K
IFA
552
Index Fund Advisors
California
$657K
DIM
553
Delta Investment Management
California
$655K
AIS
554
AM Investment Strategies
Tennessee
$650K
WE
555
Wealth Effects
Massachusetts
$644K
LA
556
LVW Advisors
New York
$639K
AV
557
Alamea Verwaltungs
New Jersey
$637K
VI
558
Vestcor Inc
New Brunswick, Canada
$632K
FFM
559
Forum Financial Management
Illinois
$632K
RZH
560
Relyea Zuckerberg Hanson
Connecticut
$631K
MSE
561
MUFG Securities EMEA
United Kingdom
$630K
SFM
562
Systematic Financial Management
New Jersey
$626K
CPIG
563
Chicago Partners Investment Group
Illinois
$625K
SFI
564
SPC Financial Inc
Maryland
$625K
DS
565
DRW Securities
Illinois
$621K
GWM
566
Greenwich Wealth Management
Connecticut
$619K
FCM
567
Fortis Capital Management
Washington
$612K
NICM
568
Neo Ivy Capital Management
New York
$609K
MFA
569
Mayflower Financial Advisors
Massachusetts
$606K
SGAM
570
Smith Group Asset Management
Texas
$606K
IWA
571
IBEX Wealth Advisors
New Jersey
$603K
AFG
572
Atomi Financial Group
New York
$586K
PS
573
Principal Securities
Iowa
$586K
KPWS
574
Kestra Private Wealth Services
Texas
$576K
VWA
575
VERITY Wealth Advisors
United States
$576K