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State Street

1,023 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, 359 increasing their positions, 331 reducing their positions, and 69 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: 9901,023 (+33)

8% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.82%91.17% (+0.35%)

Holders
1,023
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
IWA
576
IBEX Wealth Advisors
New Jersey
$603K
AFG
577
Atomi Financial Group
New York
$586K
PS
578
Principal Securities
Iowa
$586K
KPWS
579
Kestra Private Wealth Services
Texas
$576K
VWA
580
VERITY Wealth Advisors
United States
$576K
ACM
581
Aster Capital Management
United Arab Emirates
$576K
CCM
582
Coldstream Capital Management
Washington
$574K
A
583
AlphaQuest
New York
$574K
BMCM
584
Bryn Mawr Capital Management
Pennsylvania
$572K
QT
585
Quantbot Technologies
New York
$559K
NP
586
NorthRock Partners
Minnesota
$559K
AWM
587
Aries Wealth Management
Maine
$554K
HH
588
Hilltop Holdings
Texas
$554K
RPC
589
Rossmore Private Capital
Connecticut
$552K
TBNY
590
Trustco Bank (New York)
New York
$550K
PFBT
591
Parkside Financial Bank & Trust
Missouri
$549K
FPAS
592
Focus Partners Advisor Solutions
Missouri
$549K
TI
593
Trexquant Investment
Connecticut
$545K
1832 Asset Management
594
1832 Asset Management
Ontario, Canada
$534K
RAM
595
Ramirez Asset Management
New York
$533K
BJL
596
Brighton Jones LLC
Washington
$532K
CGPCS
597
Capital Group Private Client Services
California
$523K
LAM
598
L2 Asset Management
Massachusetts
$523K
Envestnet Portfolio Solutions
599
Envestnet Portfolio Solutions
Illinois
$521K
FHA
600
Flagship Harbor Advisors
Massachusetts
$520K