STT icon

State Street

1,015 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, 355 increasing their positions, 328 reducing their positions, and 70 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: 9871,015 (+28)

8% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 328

0.32% more ownership

Funds ownership: 90.81%91.13% (+0.32%)

Holders
1,015
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
OAM
601
Ostrum Asset Management
France
$506K
AMG
602
Advisors Management Group
Wisconsin
$503K
SWRP
603
Summit Wealth & Retirement Planning
California
$498K
CIM
604
Contravisory Investment Management
Massachusetts
$496K
PWM
605
Perigon Wealth Management
California
$495K
JMFC
606
J.M. Forbes & Co
Massachusetts
$495K
MAM
607
MWA Asset Management
Massachusetts
$494K
FC
608
FORA Capital
Florida
$494K
AssetMark Inc
609
AssetMark Inc
California
$492K
SW
610
SVB Wealth
Massachusetts
$491K
CLA
611
Carnegie Lake Advisors
New Jersey
$486K
EAM
612
Empirical Asset Management
Massachusetts
$484K
CCA
613
Checchi Capital Advisers
California
$482K
FB
614
Fulton Bank
Pennsylvania
$481K
TCOTS
615
Trust Company of the South
North Carolina
$478K
S
616
Sachetta
Massachusetts
$472K
BB
617
Busey Bank
Illinois
$471K
RWM
618
Ritholtz Wealth Management
New York
$470K
CSC
619
Caldwell Sutter Capital
California
$470K
VT
620
Vise Technologies
New York
$468K
Los Angeles Capital Management
621
Los Angeles Capital Management
California
$466K
OIA
622
OneDigital Investment Advisors
Kansas
$464K
LIM
623
Longfellow Investment Management
Massachusetts
$464K
SFI
624
Siemens Fonds Invest
Germany
$462K
EAM
625
Evanson Asset Management
California
$461K