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State Street

989 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 290 increasing their positions, 366 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+78
Holders Change %
+8.56%
% of All Funds
13.16%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
155
Increased
290
Reduced
366
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
HI
626
Horizon Investments
North Carolina
$398K +$3.41K +35 +0.9%
S
627
Sachetta
Massachusetts
$397K +$1.08K +11 +0.3%
TC
628
TownSquare Capital
Utah
$396K +$6.77K +69 +2%
MFG
629
Merit Financial Group
Georgia
$395K +$395K +4,024 New
SWRP
630
Summit Wealth & Retirement Planning
California
$395K
DC
631
Diametric Capital
Massachusetts
$393K +$393K +4,002 New
EAM
632
Evanson Asset Management
California
$390K
DCM
633
DGS Capital Management
New Jersey
$389K +$1.47K +15 +0.4%
PSB
634
Piscataqua Savings Bank
New Hampshire
$386K -$12.8K -130 -3%
TC
635
Taika Capital
Florida
$385K +$385K +3,925 New
BP
636
BBR Partners
New York
$385K +$2.16K +22 +0.6%
PT
637
Plimoth Trust
Massachusetts
$382K
RWM
638
Ritholtz Wealth Management
New York
$374K -$44.1K -449 -11%
SAI
639
Systematic Alpha Investments
New Jersey
$373K
MFIM
640
Mesirow Financial Investment Management
Illinois
$365K -$12.2K -124 -3%
ESB
641
Essex Savings Bank
Connecticut
$363K
FTWA
642
Fifth Third Wealth Advisors
Ohio
$358K +$25.2K +257 +8%
MIM
643
Morningstar Investment Management
Illinois
$358K -$371K -3,780 -51%
PCMC
644
Paragon Capital Management (Colorado)
Colorado
$355K -$5.3K -54 -1%
CIBC World Market
645
CIBC World Market
Ontario, Canada
$350K -$5.34M -54,461 -94%
BL
646
BFSG LLC
California
$346K -$20K -204 -5%
HCMT
647
Highland Capital Management (Tennessee)
Tennessee
$344K
MIC
648
Means Investment Company
Maine
$343K
JWS
649
Juncture Wealth Strategies
Arizona
$340K
NP
650
NorthRock Partners
Minnesota
$340K -$62.5K -637 -16%