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State Street

1,005 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 325 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:

2% more funds holding

Funds holding: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
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
JMFC
601
J.M. Forbes & Co
Massachusetts
$495K
MAM
602
MWA Asset Management
Massachusetts
$494K
FC
603
FORA Capital
Florida
$494K
AssetMark Inc
604
AssetMark Inc
California
$492K
SW
605
SVB Wealth
Massachusetts
$491K
CLA
606
Carnegie Lake Advisors
New Jersey
$486K
EAM
607
Empirical Asset Management
Massachusetts
$484K
CCA
608
Checchi Capital Advisers
California
$482K
FB
609
Fulton Bank
Pennsylvania
$481K
TCOTS
610
Trust Company of the South
North Carolina
$478K
S
611
Sachetta
Massachusetts
$472K
BB
612
Busey Bank
Illinois
$471K
RWM
613
Ritholtz Wealth Management
New York
$470K
CSC
614
Caldwell Sutter Capital
California
$470K
VT
615
Vise Technologies
New York
$468K
Los Angeles Capital Management
616
Los Angeles Capital Management
California
$466K
OIA
617
OneDigital Investment Advisors
Kansas
$464K
LIM
618
Longfellow Investment Management
Massachusetts
$464K
SFI
619
Siemens Fonds Invest
Germany
$462K
EAM
620
Evanson Asset Management
California
$461K
AIA
621
Affinity Investment Advisors
California
$460K
CNBT
622
Canandaigua National Bank & Trust
New York
$458K
BP
623
BBR Partners
New York
$452K
AWP
624
Ascent Wealth Partners
New York
$452K
PWP
625
Private Wealth Partners
California
$450K