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State Street

1,023 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, 359 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: 9901,023 (+33)

8% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.82%91.17% (+0.35%)

Holders
1,023
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
IIC
551
Ironwood Investment Counsel
Arizona
$695K
WT
552
Washington Trust
Rhode Island
$692K
PA
553
Pinnacle Associates
New York
$687K
RGC
554
Roberts, Glore & Co
Illinois
$686K
HIA
555
Harbor Investment Advisory
Maryland
$677K
NCM
556
Northside Capital Management
Oregon
$676K
IFA
557
Index Fund Advisors
California
$657K
DIM
558
Delta Investment Management
California
$655K
AIS
559
AM Investment Strategies
Tennessee
$650K
WE
560
Wealth Effects
Massachusetts
$644K
LA
561
LVW Advisors
New York
$639K
AV
562
Alamea Verwaltungs
New Jersey
$637K
VI
563
Vestcor Inc
New Brunswick, Canada
$632K
FFM
564
Forum Financial Management
Illinois
$632K
RZH
565
Relyea Zuckerberg Hanson
Connecticut
$631K
MSE
566
MUFG Securities EMEA
United Kingdom
$630K
SFM
567
Systematic Financial Management
New Jersey
$626K
CPIG
568
Chicago Partners Investment Group
Illinois
$625K
SFI
569
SPC Financial Inc
Maryland
$625K
DS
570
DRW Securities
Illinois
$621K
GWM
571
Greenwich Wealth Management
Connecticut
$619K
FCM
572
Fortis Capital Management
Washington
$612K
NICM
573
Neo Ivy Capital Management
New York
$609K
MFA
574
Mayflower Financial Advisors
Massachusetts
$606K
SGAM
575
Smith Group Asset Management
Texas
$606K