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State Street

1,078 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 351 increasing their positions, 381 reducing their positions, and 73 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

Funds holding:

1.24% more ownership

Funds ownership: 91.16%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 381

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,078
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EI
626
Ellevest Inc
New York
$529K
VFA
627
Valeo Financial Advisors
Indiana
$528K
CLA
628
Carnegie Lake Advisors
New Jersey
$522K
KCP
629
Kera Capital Partners
California
$520K
SFI
630
Siemens Fonds Invest
Germany
$519K
LIM
631
Longfellow Investment Management
Massachusetts
$516K
EDRH
632
Edmond de Rothschild Holding
Switzerland
$516K
GS
633
GTS Securities
New York
$516K
EAM
634
Evanson Asset Management
California
$513K
AIA
635
Affinity Investment Advisors
California
$512K
OIA
636
OneDigital Investment Advisors
Kansas
$511K
SWP
637
Sagespring Wealth Partners
Tennessee
$510K
CNBT
638
Canandaigua National Bank & Trust
New York
$509K
BP
639
BBR Partners
New York
$503K
PA
640
Parallel Advisors
California
$503K
AWP
641
Ascent Wealth Partners
New York
$503K
ESB
642
Essex Savings Bank
Connecticut
$501K
TE
643
Tema ETFs
New York
$497K
FPAS
644
Focus Partners Advisor Solutions
Missouri
$492K
SAI
645
Systematic Alpha Investments
New Jersey
$490K
AF
646
Allworth Financial
California
$490K
PCA
647
Pallas Capital Advisors
Massachusetts
$489K
FM
648
Foster & Motley
Ohio
$488K
CSC
649
Caldwell Sutter Capital
California
$484K
MGIA
650
Moneta Group Investment Advisors
Missouri
$483K