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State Street

986 hedge funds and large institutions have $23.2B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 354 increasing their positions, 347 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $140M | Put options by funds: $120M

2.33% more ownership

Funds ownership: 87.7%90.03% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 347

3% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,002986 (-16)

8% less capital invested

Capital invested by funds: $25.2B → $23.2B (-$2.02B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
986
Holders Change
-16
Holders Change %
-1.6%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
101
Increased
354
Reduced
347
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
626
Affinity Investment Advisors
California
$382K +$408K +4,271 New
JMFC
627
J.M. Forbes & Co
Massachusetts
$382K
MAM
628
MWA Asset Management
Massachusetts
$382K -$5.45K -57 -1%
OIA
629
OneDigital Investment Advisors
Kansas
$376K +$90.2K +944 +29%
EAM
630
Empirical Asset Management
Massachusetts
$372K -$43.3K -453 -10%
CRC
631
Curi RMB Capital
Illinois
$371K +$194K +2,034 +96%
TCOTS
632
Trust Company of the South
North Carolina
$369K
HI
633
Horizon Investments
North Carolina
$368K +$5.25K +55 +1%
NIM
634
Northeast Investment Management
Massachusetts
$367K -$165K -1,730 -30%
CNBT
635
Canandaigua National Bank & Trust
New York
$365K -$22.9K -240 -6%
BB
636
Busey Bank
Illinois
$364K +$382 +4 +0.1%
PSB
637
Piscataqua Savings Bank
New Hampshire
$362K +$10.7K +112 +3%
S
638
Sachetta
Massachusetts
$361K -$1.05K -11 -0.3%
SWRP
639
Summit Wealth & Retirement Planning
California
$360K
BFM
640
Boothbay Fund Management
New York
$359K +$383K +4,008 New
LAM
641
L2 Asset Management
Massachusetts
$356K -$25.1K -263 -6%
EAM
642
Evanson Asset Management
California
$356K
PA
643
Profund Advisors
Maryland
$352K -$16.5K -173 -4%
MGIA
644
Moneta Group Investment Advisors
Missouri
$352K +$126K +1,319 +50%
Envestnet Portfolio Solutions
645
Envestnet Portfolio Solutions
Illinois
$351K -$203K -2,125 -35%
BP
646
BBR Partners
New York
$349K -$2.1K -22 -0.6%
FHA
647
Flagship Harbor Advisors
Massachusetts
$349K +$108K +1,128 +41%
PWP
648
Private Wealth Partners
California
$347K -$19.1K -200 -5%
PT
649
Plimoth Trust
Massachusetts
$346K -$2.87K -30 -0.8%
SAI
650
Systematic Alpha Investments
New Jersey
$340K

STT Hedge Fund Activity: Q1 2025 in Review

986 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2025, worth a combined $23.2B — down 8% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of STT and 101 opened new positions — a net loss of 3 holders — while 347 trimmed existing stakes and 354 added.

The largest buyer was Eastern Bank, adding an estimated $282M. The largest seller was Amundi, cutting an estimated $117M.

  • 986 institutional investors held State Street (STT) as of Q1 2025, down from 1,002 in Q4 2024.
  • Funds reported $23.2B of State Street stock for Q1 2025, down 8% quarter-over-quarter.
  • 101 funds opened new State Street positions in Q1 2025 and 104 closed out, a net change of -3 holders.
  • The largest State Street buyer in Q1 2025 was Eastern Bank, an estimated $282M added.
  • The largest State Street seller in Q1 2025 was Amundi, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2025.