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State Street

1,078 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 351 increasing their positions, 381 reducing their positions, and 73 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

Funds holding:

1.24% more ownership

Funds ownership: 91.16%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 381

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,078
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
576
Kestra Private Wealth Services
Texas
$712K
I
577
InvesTrust
Oklahoma
$710K
RWM
578
Ritholtz Wealth Management
New York
$709K
VI
579
Vestcor Inc
New Brunswick, Canada
$703K
FFM
580
Forum Financial Management
Illinois
$701K
FCM
581
Fortis Capital Management
Washington
$697K
LFA
582
Legacy Financial Advisors
Kentucky
$697K
SFM
583
Systematic Financial Management
New Jersey
$697K
RZH
584
Relyea Zuckerberg Hanson
Connecticut
$696K
MFS
585
Mirabella Financial Services
United Kingdom
$682K
MFA
586
Mayflower Financial Advisors
Massachusetts
$681K
GWM
587
Greenwich Wealth Management
Connecticut
$680K
NCM
588
Northside Capital Management
Oregon
$676K
AWM
589
Avior Wealth Management
Nebraska
$676K
CPIG
590
Chicago Partners Investment Group
Illinois
$675K
AP
591
Anchyra Partners
Georgia
$673K
WCA
592
Westover Capital Advisors
Delaware
$668K
CCM
593
Coldstream Capital Management
Washington
$653K
VT
594
Vise Technologies
New York
$648K
SGAM
595
Smith Group Asset Management
Texas
$645K
VWA
596
VERITY Wealth Advisors
United States
$640K
BMCM
597
Bryn Mawr Capital Management
Pennsylvania
$622K
FAL
598
Focused Alpha LLC
Colorado
$621K
AWM
599
Aries Wealth Management
Maine
$617K
PFBT
600
Parkside Financial Bank & Trust
Missouri
$614K