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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
TCOTS
626
Trust Company of the South
North Carolina
$404K
PA
627
Profund Advisors
Maryland
$403K -$77.4K -817 -17%
PWP
628
Private Wealth Partners
California
$400K -$47.4K -500 -11%
TAM
629
Trust Asset Management
Texas
$399K
BB
630
Busey Bank
Illinois
$398K
HI
631
Horizon Investments
North Carolina
$398K +$3.31K +35 +0.9%
S
632
Sachetta
Massachusetts
$397K +$1.04K +11 +0.3%
TC
633
TownSquare Capital
Utah
$396K +$6.53K +69 +2%
MFG
634
Merit Financial Group
Georgia
$395K +$381K +4,024 New
SWRP
635
Summit Wealth & Retirement Planning
California
$395K
DC
636
Diametric Capital
Massachusetts
$393K +$379K +4,002 New
EAM
637
Evanson Asset Management
California
$390K
DCM
638
DGS Capital Management
New Jersey
$389K +$1.42K +15 +0.4%
PSB
639
Piscataqua Savings Bank
New Hampshire
$386K -$12.3K -130 -3%
TC
640
Taika Capital
Florida
$385K +$372K +3,925 New
BP
641
BBR Partners
New York
$385K +$2.08K +22 +0.6%
PT
642
Plimoth Trust
Massachusetts
$382K
RWM
643
Ritholtz Wealth Management
New York
$374K -$42.5K -449 -11%
SAI
644
Systematic Alpha Investments
New Jersey
$373K
MFIM
645
Mesirow Financial Investment Management
Illinois
$365K -$11.7K -124 -3%
ESB
646
Essex Savings Bank
Connecticut
$363K
FTWA
647
Fifth Third Wealth Advisors
Ohio
$358K +$24.3K +257 +8%
MIM
648
Morningstar Investment Management
Illinois
$358K -$358K -3,780 -51%
PCMC
649
Paragon Capital Management (Colorado)
Colorado
$355K -$5.11K -54 -1%
CIBC World Market
650
CIBC World Market
Ontario, Canada
$350K -$5.16M -54,461 -94%

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.