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State Street

1,022 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 358 increasing their positions, 331 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:

3% more funds holding

Funds holding: 9891,022 (+33)

8% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.81%91.16% (+0.35%)

Holders
1,022
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
WT
551
Washington Trust
Rhode Island
$692K
PA
552
Pinnacle Associates
New York
$687K
RGC
553
Roberts, Glore & Co
Illinois
$686K
HIA
554
Harbor Investment Advisory
Maryland
$677K
NCM
555
Northside Capital Management
Oregon
$676K
IFA
556
Index Fund Advisors
California
$657K
DIM
557
Delta Investment Management
California
$655K
AIS
558
AM Investment Strategies
Tennessee
$650K
WE
559
Wealth Effects
Massachusetts
$644K
LA
560
LVW Advisors
New York
$639K
AV
561
Alamea Verwaltungs
New Jersey
$637K
VI
562
Vestcor Inc
New Brunswick, Canada
$632K
FFM
563
Forum Financial Management
Illinois
$632K
RZH
564
Relyea Zuckerberg Hanson
Connecticut
$631K
MSE
565
MUFG Securities EMEA
United Kingdom
$630K
SFM
566
Systematic Financial Management
New Jersey
$626K
CPIG
567
Chicago Partners Investment Group
Illinois
$625K
SFI
568
SPC Financial Inc
Maryland
$625K
DS
569
DRW Securities
Illinois
$621K
GWM
570
Greenwich Wealth Management
Connecticut
$619K
FCM
571
Fortis Capital Management
Washington
$612K
NICM
572
Neo Ivy Capital Management
New York
$609K
MFA
573
Mayflower Financial Advisors
Massachusetts
$606K
SGAM
574
Smith Group Asset Management
Texas
$606K
IWA
575
IBEX Wealth Advisors
New Jersey
$603K