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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 %
SFI
601
Siemens Fonds Invest
Germany
$438K +$78.5K +738 +22%
TCOTS
602
Trust Company of the South
North Carolina
$438K – – –
BB
603
Busey Bank
Illinois
$432K +$213 +2 +0%
S
604
Sachetta
Massachusetts
$430K +$1.7K +16 +0.4%
EAM
605
Evanson Asset Management
California
$423K – – –
Envestnet Portfolio Solutions
606
Envestnet Portfolio Solutions
Illinois
$421K +$5K +47 +1%
CNBT
607
Canandaigua National Bank & Trust
New York
$420K -$13.3K -125 -3%
BP
608
BBR Partners
New York
$415K – – –
AWP
609
Ascent Wealth Partners
New York
$414K -$400K -3,764 -49%
LAM
610
L2 Asset Management
Massachusetts
$414K -$9.25K -87 -2%
PWP
611
Private Wealth Partners
California
$412K – – –
PT
612
Plimoth Trust
Massachusetts
$411K – – –
SAI
613
Systematic Alpha Investments
New Jersey
$404K – – –
PSB
614
Piscataqua Savings Bank
New Hampshire
$401K -$29.7K -279 -7%
MFIM
615
Mesirow Financial Investment Management
Illinois
$401K +$1.6K +15 +0.4%
VT
616
Vise Technologies
New York
$400K +$400K +3,766 New
SQA
617
Simon Quick Advisors
New Jersey
$400K +$400K +3,763 New
CIA
618
Choate Investment Advisors
Massachusetts
$398K -$147K -1,380 -27%
RWM
619
Ritholtz Wealth Management
New York
$396K +$2.13K +20 +0.5%
CWM
620
Congress Wealth Management
Massachusetts
$394K +$72.2K +679 +22%
FTWA
621
Fifth Third Wealth Advisors
Ohio
$394K -$8.4K -79 -2%
ESB
622
Essex Savings Bank
Connecticut
$393K – – –
CPIG
623
Chicago Partners Investment Group
Illinois
$390K +$139K +1,253 +55%
VFA
624
Valeo Financial Advisors
Indiana
$384K +$50.6K +476 +15%
FM
625
Foster & Motley
Ohio
$380K -$13.1K -123 -3%
23 24
25
26 27