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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$504M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
3
CFP
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
Amundi
France
$112M
2
EB
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
Capital International Investors
California
$312M
4
BlackRock
BlackRock
New York
$2.62B
5
Citadel Advisors
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
1832 Asset Management
576
1832 Asset Management
Ontario, Canada
$489K – – –
RAM
577
Ramirez Asset Management
New York
$489K +$132K +1,242 +37%
PCA
578
Pallas Capital Advisors
Massachusetts
$487K +$5.53K +52 +1%
MGIA
579
Moneta Group Investment Advisors
Missouri
$486K +$67.2K +632 +16%
HH
580
Hilltop Holdings
Texas
$483K +$8.19K +77 +2%
OAM
581
Ostrum Asset Management
France
$478K -$13.7K -129 -3%
TSS
582
Two Sigma Securities
New York
$476K +$476K +4,476 New
FFM
583
Forum Financial Management
Illinois
$474K -$2.34K -22 -0.5%
FHA
584
Flagship Harbor Advisors
Massachusetts
$474K +$59.6K +560 +14%
CC
585
Carlson Capital
Texas
$468K -$649K -6,100 -58%
FB
586
Fulton Bank
Pennsylvania
$467K -$70.8K -666 -13%
AMG
587
Advisors Management Group
Wisconsin
$466K – – –
CCA
588
Checchi Capital Advisers
California
$465K -$29.2K -275 -6%
SJL
589
Shayne & Jacobs LLC
Tennessee
$464K – – –
SW
590
SVB Wealth
Massachusetts
$461K +$461K +4,339 New
TCM
591
Teza Capital Management
Illinois
$458K -$274K -2,581 -37%
CSC
592
Caldwell Sutter Capital
California
$457K – – –
SWRP
593
Summit Wealth & Retirement Planning
California
$457K +$28.9K +272 +7%
AIA
594
Affinity Investment Advisors
California
$454K -$106 -1 -0%
JMFC
595
J.M. Forbes & Co
Massachusetts
$454K – – –
MAM
596
MWA Asset Management
Massachusetts
$453K – – –
NA
597
NewEdge Advisors
Louisiana
$450K -$634K -5,963 -59%
OIA
598
OneDigital Investment Advisors
Kansas
$444K -$2.77K -26 -0.6%
EAM
599
Empirical Asset Management
Massachusetts
$441K -$425 -4 -0.1%
SC
600
Soundwatch Capital
Connecticut
$439K +$439K +719 New
22 23
24
25 26