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State Street

1,022 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, 358 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: 9891,022 (+33)

8% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.81%91.16% (+0.35%)

Holders
1,022
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
SJL
601
Shayne & Jacobs LLC
Tennessee
$506K
OAM
602
Ostrum Asset Management
France
$506K
AMG
603
Advisors Management Group
Wisconsin
$503K
SWRP
604
Summit Wealth & Retirement Planning
California
$498K
CIM
605
Contravisory Investment Management
Massachusetts
$496K
PWM
606
Perigon Wealth Management
California
$495K
JMFC
607
J.M. Forbes & Co
Massachusetts
$495K
MAM
608
MWA Asset Management
Massachusetts
$494K
SC
609
Savant Capital
Illinois
$494K
FC
610
FORA Capital
Florida
$494K
AssetMark Inc
611
AssetMark Inc
California
$492K
SW
612
SVB Wealth
Massachusetts
$491K
CLA
613
Carnegie Lake Advisors
New Jersey
$486K
EAM
614
Empirical Asset Management
Massachusetts
$484K
CCA
615
Checchi Capital Advisers
California
$482K
FB
616
Fulton Bank
Pennsylvania
$481K
TCOTS
617
Trust Company of the South
North Carolina
$478K
S
618
Sachetta
Massachusetts
$472K
BB
619
Busey Bank
Illinois
$471K
RWM
620
Ritholtz Wealth Management
New York
$470K
CSC
621
Caldwell Sutter Capital
California
$470K
VT
622
Vise Technologies
New York
$468K
Los Angeles Capital Management
623
Los Angeles Capital Management
California
$466K
OIA
624
OneDigital Investment Advisors
Kansas
$464K
LIM
625
Longfellow Investment Management
Massachusetts
$464K