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State Street

992 hedge funds and large institutions have $27.6B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 367 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $429M | Put options by funds: $122M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

19% more capital invested

Capital invested by funds: $23.2B → $27.6B (+$4.34B)

0.83% more ownership

Funds ownership: 90.03%90.86% (+0.83%)

1% more funds holding

Funds holding: 986992 (+6)

3% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 367

Holders
992
Holders Change
+6
Holders Change %
+0.61%
% of All Funds
13.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
367
Closed
79
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
SWRP
601
Summit Wealth & Retirement Planning
California
$457K +$25.2K +272 +7%
AIA
602
Affinity Investment Advisors
California
$454K -$92 -1 -0%
JMFC
603
J.M. Forbes & Co
Massachusetts
$454K
MAM
604
MWA Asset Management
Massachusetts
$453K
NA
605
NewEdge Advisors
Louisiana
$450K -$551K -5,963 -59%
OIA
606
OneDigital Investment Advisors
Kansas
$444K -$2.4K -26 -0.6%
EAM
607
Empirical Asset Management
Massachusetts
$441K -$370 -4 -0.1%
SC
608
Soundwatch Capital
Connecticut
$439K +$66.5K +719 New
SFI
609
Siemens Fonds Invest
Germany
$438K +$68.3K +738 +22%
TCOTS
610
Trust Company of the South
North Carolina
$438K
BB
611
Busey Bank
Illinois
$432K +$185 +2 +0%
SC
612
Savant Capital
Illinois
$431K +$66.9K +723 +22%
S
613
Sachetta
Massachusetts
$430K +$1.48K +16 +0.4%
EAM
614
Evanson Asset Management
California
$423K
Envestnet Portfolio Solutions
615
Envestnet Portfolio Solutions
Illinois
$421K +$4.35K +47 +1%
CNBT
616
Canandaigua National Bank & Trust
New York
$420K -$11.6K -125 -3%
BP
617
BBR Partners
New York
$415K
AWP
618
Ascent Wealth Partners
New York
$414K -$348K -3,764 -49%
LAM
619
L2 Asset Management
Massachusetts
$414K -$8.05K -87 -2%
PWP
620
Private Wealth Partners
California
$412K
PT
621
Plimoth Trust
Massachusetts
$411K
SAI
622
Systematic Alpha Investments
New Jersey
$404K
PSB
623
Piscataqua Savings Bank
New Hampshire
$401K -$25.8K -279 -7%
MFIM
624
Mesirow Financial Investment Management
Illinois
$401K +$1.39K +15 +0.4%
VT
625
Vise Technologies
New York
$400K +$348K +3,766 New

STT Hedge Fund Activity: Q2 2025 in Review

992 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q2 2025, worth a combined $27.6B — up 19% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new STT positions and 79 closed out — a net gain of 17 holders — while 357 added to existing stakes and 367 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $385M. The largest seller was Amundi, cutting an estimated $308M.

  • 992 institutional investors held State Street (STT) as of Q2 2025, up from 986 in Q1 2025.
  • Funds reported $27.6B of State Street stock for Q2 2025, up 19% quarter-over-quarter.
  • 96 funds opened new State Street positions in Q2 2025 and 79 closed out, a net change of +17 holders.
  • The largest State Street buyer in Q2 2025 was Victory Capital Management, an estimated $385M added.
  • The largest State Street seller in Q2 2025 was Amundi, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2025.