STT icon

State Street

1,015 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, 355 increasing their positions, 328 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:

3% more funds holding

Funds holding: 9871,015 (+28)

8% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 328

0.32% more ownership

Funds ownership: 90.81%91.13% (+0.32%)

Holders
1,015
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
PA
551
Pinnacle Associates
New York
$687K
RGC
552
Roberts, Glore & Co
Illinois
$686K
HIA
553
Harbor Investment Advisory
Maryland
$677K
NCM
554
Northside Capital Management
Oregon
$676K
IFA
555
Index Fund Advisors
California
$657K
DIM
556
Delta Investment Management
California
$655K
AIS
557
AM Investment Strategies
Tennessee
$650K
WE
558
Wealth Effects
Massachusetts
$644K
LA
559
LVW Advisors
New York
$639K
AV
560
Alamea Verwaltungs
New Jersey
$637K
VI
561
Vestcor Inc
New Brunswick, Canada
$632K
FFM
562
Forum Financial Management
Illinois
$632K
RZH
563
Relyea Zuckerberg Hanson
Connecticut
$631K
MSE
564
MUFG Securities EMEA
United Kingdom
$630K
SFM
565
Systematic Financial Management
New Jersey
$626K
CPIG
566
Chicago Partners Investment Group
Illinois
$625K
SFI
567
SPC Financial Inc
Maryland
$625K
DS
568
DRW Securities
Illinois
$621K
GWM
569
Greenwich Wealth Management
Connecticut
$619K
FCM
570
Fortis Capital Management
Washington
$612K
NICM
571
Neo Ivy Capital Management
New York
$609K
MFA
572
Mayflower Financial Advisors
Massachusetts
$606K
SGAM
573
Smith Group Asset Management
Texas
$606K
IWA
574
IBEX Wealth Advisors
New Jersey
$603K
AFG
575
Atomi Financial Group
New York
$586K