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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
KWM
601
Kingsview Wealth Management
Oregon
$511K
SJL
602
Shayne & Jacobs LLC
Tennessee
$506K
OAM
603
Ostrum Asset Management
France
$506K
AMG
604
Advisors Management Group
Wisconsin
$503K
SWRP
605
Summit Wealth & Retirement Planning
California
$498K
CIM
606
Contravisory Investment Management
Massachusetts
$496K
PWM
607
Perigon Wealth Management
California
$495K
JMFC
608
J.M. Forbes & Co
Massachusetts
$495K
MAM
609
MWA Asset Management
Massachusetts
$494K
SC
610
Savant Capital
Illinois
$494K
FC
611
FORA Capital
Florida
$494K
AssetMark Inc
612
AssetMark Inc
California
$492K
SW
613
SVB Wealth
Massachusetts
$491K
CLA
614
Carnegie Lake Advisors
New Jersey
$486K
EAM
615
Empirical Asset Management
Massachusetts
$484K
CCA
616
Checchi Capital Advisers
California
$482K
FB
617
Fulton Bank
Pennsylvania
$481K
TCOTS
618
Trust Company of the South
North Carolina
$478K
S
619
Sachetta
Massachusetts
$472K
BB
620
Busey Bank
Illinois
$471K
RWM
621
Ritholtz Wealth Management
New York
$470K
CSC
622
Caldwell Sutter Capital
California
$470K
VT
623
Vise Technologies
New York
$468K
Los Angeles Capital Management
624
Los Angeles Capital Management
California
$466K
OIA
625
OneDigital Investment Advisors
Kansas
$464K