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State Street

969 hedge funds and large institutions have $23B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 351 increasing their positions, 338 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-20
Holders Change %
-2.02%
% of All Funds
13.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
104
Increased
351
Reduced
338
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CNBT
626
Canandaigua National Bank & Trust
New York
$365K -$21.5K -240 -6%
BB
627
Busey Bank
Illinois
$364K +$358 +4 +0.1%
PSB
628
Piscataqua Savings Bank
New Hampshire
$362K +$10K +112 +3%
S
629
Sachetta
Massachusetts
$361K -$985 -11 -0.3%
SWRP
630
Summit Wealth & Retirement Planning
California
$360K
BFM
631
Boothbay Fund Management
New York
$359K +$359K +4,008 New
LAM
632
L2 Asset Management
Massachusetts
$356K -$23.5K -263 -6%
EAM
633
Evanson Asset Management
California
$356K
PA
634
Profund Advisors
Maryland
$352K -$15.5K -173 -4%
MGIA
635
Moneta Group Investment Advisors
Missouri
$352K +$118K +1,319 +50%
Envestnet Portfolio Solutions
636
Envestnet Portfolio Solutions
Illinois
$351K -$190K -2,125 -35%
BP
637
BBR Partners
New York
$349K -$1.97K -22 -0.6%
FHA
638
Flagship Harbor Advisors
Massachusetts
$349K +$101K +1,128 +41%
PWP
639
Private Wealth Partners
California
$347K -$17.9K -200 -5%
PT
640
Plimoth Trust
Massachusetts
$346K -$2.69K -30 -0.8%
SAI
641
Systematic Alpha Investments
New Jersey
$340K
SI
642
Stephens Inc
Arkansas
$340K +$97.8K +1,092 +40%
FTWA
643
Fifth Third Wealth Advisors
Ohio
$339K +$11.7K +131 +4%
MFIM
644
Mesirow Financial Investment Management
Illinois
$336K +$3.04K +34 +0.9%
RWM
645
Ritholtz Wealth Management
New York
$332K -$9.13K -102 -3%
ESB
646
Essex Savings Bank
Connecticut
$331K
FM
647
Foster & Motley
Ohio
$331K +$80.2K +896 +32%
FIM
648
Freedom Investment Management
Connecticut
$330K +$330K +3,691 New
PCM
649
Prelude Capital Management
New York
$330K +$330K +3,681 New
GI
650
GAMMA Investing
California
$329K +$42.3K +472 +15%