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State Street

1,027 hedge funds and large institutions have $30.3B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 360 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $247M | Put options by funds: $127M

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

10% more capital invested

Capital invested by funds: $27.6B → $30.3B (+$2.7B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 9921,027 (+35)

9% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.86%91.21% (+0.35%)

Holders
1,027
Holders Change
+35
Holders Change %
+3.53%
% of All Funds
13.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
118
Increased
360
Reduced
331
Closed
69
Calls
$247M
Puts
$127M
Net Calls
+$119M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Portfolio Solutions
601
Envestnet Portfolio Solutions
Illinois
$521K +$59.2K +530 +13%
FHA
602
Flagship Harbor Advisors
Massachusetts
$520K +$2.46K +22 +0.5%
KWM
603
Kingsview Wealth Management
Oregon
$511K +$214K +1,918 +77%
SJL
604
Shayne & Jacobs LLC
Tennessee
$506K
OAM
605
Ostrum Asset Management
France
$506K -$15.1K -135 -3%
AMG
606
Advisors Management Group
Wisconsin
$503K -$4.35K -39 -0.9%
SWRP
607
Summit Wealth & Retirement Planning
California
$498K
CIM
608
Contravisory Investment Management
Massachusetts
$496K +$477K +4,277 New
PWM
609
Perigon Wealth Management
California
$495K +$87.1K +780 +22%
JMFC
610
J.M. Forbes & Co
Massachusetts
$495K
MAM
611
MWA Asset Management
Massachusetts
$494K
SC
612
Savant Capital
Illinois
$494K +$22.5K +202 +5%
FC
613
FORA Capital
Florida
$494K +$475K +4,254 New
AssetMark Inc
614
AssetMark Inc
California
$492K +$160K +1,433 +51%
SW
615
SVB Wealth
Massachusetts
$491K -$11.8K -106 -2%
CLA
616
Carnegie Lake Advisors
New Jersey
$486K -$201K -1,800 -30%
EAM
617
Empirical Asset Management
Massachusetts
$484K +$2.12K +19 +0.5%
CCA
618
Checchi Capital Advisers
California
$482K -$24.3K -218 -5%
FB
619
Fulton Bank
Pennsylvania
$481K -$27.3K -245 -6%
TCOTS
620
Trust Company of the South
North Carolina
$478K
S
621
Sachetta
Massachusetts
$472K +$2.12K +19 +0.5%
BB
622
Busey Bank
Illinois
$471K -$446 -4 -0.1%
RWM
623
Ritholtz Wealth Management
New York
$470K +$36.7K +329 +9%
CSC
624
Caldwell Sutter Capital
California
$470K -$27.9K -250 -6%
VT
625
Vise Technologies
New York
$468K +$29.8K +267 +7%

STT Hedge Fund Activity: Q3 2025 in Review

1,027 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2025, worth a combined $30.3B — up 9.8% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new STT positions and 69 closed out — a net gain of 49 holders — while 360 added to existing stakes and 331 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $312M. The largest seller was Catalyst Financial Partners, cutting an estimated $179M.

  • 1,027 institutional investors held State Street (STT) as of Q3 2025, up from 992 in Q2 2025.
  • Funds reported $30.3B of State Street stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 118 funds opened new State Street positions in Q3 2025 and 69 closed out, a net change of +49 holders.
  • The largest State Street buyer in Q3 2025 was Regents of the University of California, an estimated $312M added.
  • The largest State Street seller in Q3 2025 was Catalyst Financial Partners, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2025.