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State Street

984 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 353 increasing their positions, 364 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.6% more ownership

Funds ownership: 89.11%90.71% (+1.6%)

1% more funds holding

Funds holding: 972984 (+12)

3% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 364

Holders
984
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$429M
Puts
$122M
Net Calls
Net Calls Change

Top Buyers

1 +$448M
2 +$330M
3 +$281M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1 -$358M
2 -$314M
3 -$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
601
OneDigital Investment Advisors
Kansas
$444K
EAM
602
Empirical Asset Management
Massachusetts
$441K
SC
603
Soundwatch Capital
Connecticut
$439K
SFI
604
Siemens Fonds Invest
Germany
$438K
TCOTS
605
Trust Company of the South
North Carolina
$438K
BB
606
Busey Bank
Illinois
$432K
S
607
Sachetta
Massachusetts
$430K
EAM
608
Evanson Asset Management
California
$423K
Envestnet Portfolio Solutions
609
Envestnet Portfolio Solutions
Illinois
$421K
CNBT
610
Canandaigua National Bank & Trust
New York
$420K
BP
611
BBR Partners
New York
$415K
AWP
612
Ascent Wealth Partners
New York
$414K
LAM
613
L2 Asset Management
Massachusetts
$414K
PWP
614
Private Wealth Partners
California
$412K
PT
615
Plimoth Trust
Massachusetts
$411K
SAI
616
Systematic Alpha Investments
New Jersey
$404K
PSB
617
Piscataqua Savings Bank
New Hampshire
$401K
MFIM
618
Mesirow Financial Investment Management
Illinois
$401K
VT
619
Vise Technologies
New York
$400K
CIA
620
Choate Investment Advisors
Massachusetts
$398K
RWM
621
Ritholtz Wealth Management
New York
$396K
CWM
622
Congress Wealth Management
Massachusetts
$394K
FTWA
623
Fifth Third Wealth Advisors
Ohio
$394K
ESB
624
Essex Savings Bank
Connecticut
$393K
CPIG
625
Chicago Partners Investment Group
Illinois
$390K