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State Street

987 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 353 increasing their positions, 366 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.63% more ownership

Funds ownership: 89.18%90.81% (+1.6%)

1% more funds holding

Funds holding: 977987 (+10)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
987
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$429M
Puts
$122M
Net Calls
Net Calls Change

Top Buyers

1 +$448M
2 +$330M
3 +$281M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1 -$358M
2 -$314M
3 -$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
626
Chicago Partners Investment Group
Illinois
$390K
VFA
627
Valeo Financial Advisors
Indiana
$384K
FM
628
Foster & Motley
Ohio
$380K
MIM
629
Morningstar Investment Management
Illinois
$378K
EWM
630
Evercore Wealth Management
New York
$377K
SI
631
Stephens Inc
Arkansas
$374K
HCMT
632
Highland Capital Management (Tennessee)
Tennessee
$372K
NIM
633
Northeast Investment Management
Massachusetts
$371K
PWM
634
Perigon Wealth Management
California
$371K
HDIM
635
Hanson & Doremus Investment Management
Vermont
$370K
JWS
636
Juncture Wealth Strategies
Arizona
$369K
CIBC World Market
637
CIBC World Market
Ontario, Canada
$368K
WA
638
Waverly Advisors
Alabama
$368K
CHAM
639
Clear Harbor Asset Management
Connecticut
$366K
NP
640
NorthRock Partners
Minnesota
$365K
PGFC
641
Peapack-Gladstone Financial Corp
New Jersey
$365K
PTC
642
Petrus Trust Company
Texas
$365K
TAM
643
Trust Asset Management
Texas
$365K
MIC
644
Means Investment Company
Maine
$365K
GWMR
645
GC Wealth Management RIA
Massachusetts
$365K
FHC
646
First Heartland Consultants
Missouri
$363K
DIM
647
Delta Investment Management
California
$360K
BFA
648
Beaumont Financial Advisors
Massachusetts
$360K
NSB
649
Norway Savings Bank
Maine
$359K
PA
650
Parallel Advisors
California
$355K