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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$504M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$1.02B
3
CFP
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
Amundi
France
$112M
2
EB
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
Capital International Investors
California
$312M
4
BlackRock
BlackRock
New York
$2.62B
5
Citadel Advisors
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
626
Morningstar Investment Management
Illinois
$378K +$378K +3,559 New
EWM
627
Evercore Wealth Management
New York
$377K -$104K -975 -22%
SI
628
Stephens Inc
Arkansas
$374K -$29.5K -277 -7%
HCMT
629
Highland Capital Management (Tennessee)
Tennessee
$372K – – –
NIM
630
Northeast Investment Management
Massachusetts
$371K -$65K -611 -15%
PWM
631
Perigon Wealth Management
California
$371K +$31.5K +296 +9%
HDIM
632
Hanson & Doremus Investment Management
Vermont
$370K +$20.2K +190 +6%
JWS
633
Juncture Wealth Strategies
Arizona
$369K – – –
CIBC World Market
634
CIBC World Market
Ontario, Canada
$368K -$1.27M -11,944 -78%
WA
635
Waverly Advisors
Alabama
$368K +$9.46K +89 +3%
CHAM
636
Clear Harbor Asset Management
Connecticut
$366K -$3.19K -30 -0.9%
NP
637
NorthRock Partners
Minnesota
$365K +$31.1K +292 +9%
PGFC
638
Peapack-Gladstone Financial Corp
New Jersey
$365K -$2.45K -23 -0.7%
PTC
639
Petrus Trust Company
Texas
$365K -$599K -5,636 -62%
TAM
640
Trust Asset Management
Texas
$365K – – –
MIC
641
Means Investment Company
Maine
$365K – – –
GWMR
642
GC Wealth Management RIA
Massachusetts
$365K +$365K +3,430 New
FHC
643
First Heartland Consultants
Missouri
$363K +$52.3K +492 +17%
DIM
644
Delta Investment Management
California
$360K -$28.7K -270 -7%
BFA
645
Beaumont Financial Advisors
Massachusetts
$360K -$1.91K -18 -0.5%
NSB
646
Norway Savings Bank
Maine
$359K -$6.38K -60 -2%
PA
647
Parallel Advisors
California
$355K +$104K +981 +42%
WS
648
Wedbush Securities
California
$351K +$319 +3 +0.1%
BWA
649
Burt Wealth Advisors
Maryland
$351K – – –
PEAK6
650
PEAK6
Illinois
$351K +$138K +1,300 +65%
24 25
26
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