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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
576
Smith Group Asset Management
Texas
$526K +$508K +5,363 New
FCM
577
Fieldview Capital Management
Michigan
$526K +$508K +5,361 New
MFA
578
Mayflower Financial Advisors
Massachusetts
$524K -$12.8K -135 -2%
CIA
579
Choate Investment Advisors
Massachusetts
$524K -$282K -2,978 -36%
BIC
580
Beach Investment Counsel
Pennsylvania
$522K -$9.47K -100 -2%
SP
581
Saranac Partners
$520K +$501K +5,295 New
AWM
582
Aries Wealth Management
Maine
$518K
PA
583
Pinnacle Associates
New York
$518K -$80.2K -847 -14%
QL
584
Quarry LP
New York
$516K +$498K +5,260 New
DAS
585
Diversify Advisory Services
Utah
$513K -$120K -1,267 -19%
VWA
586
VERITY Wealth Advisors
United States
$510K
FB
587
Fulton Bank
Pennsylvania
$509K -$35.6K -376 -7%
SFI
588
SPC Financial Inc
Maryland
$491K +$28.4K +300 +6%
GWM
589
Greenwich Wealth Management
Connecticut
$490K -$23.1K -244 -5%
NA
590
NewEdge Advisors
Louisiana
$487K -$4.45K -47 -0.9%
RZH
591
Relyea Zuckerberg Hanson
Connecticut
$483K +$6.63K +70 +1%
QC
592
Quantessence Capital
New York
$482K +$465K +4,909 New
CCM
593
Coldstream Capital Management
Washington
$479K +$34.9K +369 +8%
MSA
594
MUFG Securities Americas
New York
$477K +$460K +4,857 New
TBNY
595
Trustco Bank (New York)
New York
$472K
EWM
596
Evercore Wealth Management
New York
$468K -$379K -4,000 -46%
RPC
597
Rossmore Private Capital
Connecticut
$467K
OAM
598
Ostrum Asset Management
France
$466K -$18.6K -196 -4%
JCIA
599
Jackson Creek Investment Advisors
Colorado
$463K +$41.2K +435 +10%
KPWS
600
Kestra Private Wealth Services
Texas
$462K +$148K +1,561 +50%

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.