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State Street

989 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 290 increasing their positions, 366 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+78
Holders Change %
+8.56%
% of All Funds
13.16%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
155
Increased
290
Reduced
366
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
BIC
576
Beach Investment Counsel
Pennsylvania
$522K -$9.82K -100 -2%
AWM
577
Aries Wealth Management
Maine
$518K
PA
578
Pinnacle Associates
New York
$518K -$83.1K -847 -14%
QL
579
Quarry LP
New York
$516K +$516K +5,260 New
DAS
580
Diversify Advisory Services
Utah
$513K -$119K -1,267 -19%
VWA
581
VERITY Wealth Advisors
United States
$510K
FB
582
Fulton Bank
Pennsylvania
$509K -$36.9K -376 -7%
SFI
583
SPC Financial Inc
Maryland
$491K +$29.4K +300 +6%
GWM
584
Greenwich Wealth Management
Connecticut
$490K -$23.9K -244 -5%
NA
585
NewEdge Advisors
Louisiana
$487K -$4.61K -47 -0.9%
RZH
586
Relyea Zuckerberg Hanson
Connecticut
$483K +$6.87K +70 +1%
QC
587
Quantessence Capital
New York
$482K +$482K +4,909 New
CCM
588
Coldstream Capital Management
Washington
$479K +$36.2K +369 +8%
MSA
589
MUFG Securities Americas
New York
$477K +$477K +4,857 New
TBNY
590
Trustco Bank (New York)
New York
$472K
EWM
591
Evercore Wealth Management
New York
$468K -$393K -4,000 -46%
RPC
592
Rossmore Private Capital
Connecticut
$467K
OAM
593
Ostrum Asset Management
France
$466K -$19.2K -196 -4%
JCIA
594
Jackson Creek Investment Advisors
Colorado
$463K +$42.7K +435 +10%
KPWS
595
Kestra Private Wealth Services
Texas
$462K +$153K +1,561 +50%
1832 Asset Management
596
1832 Asset Management
Ontario, Canada
$451K
CFM
597
Catalyst Funds Management
Australia
$451K +$98.2K +1,000 +28%
SC
598
Syon Capital
California
$450K -$31.8K -324 -7%
EI
599
Ellevest Inc
New York
$449K +$1.87K +19 +0.4%
FFM
600
Forum Financial Management
Illinois
$440K +$22.8K +232 +5%