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State Street

992 hedge funds and large institutions have $27.6B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 367 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $429M | Put options by funds: $122M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

19% more capital invested

Capital invested by funds: $23.2B → $27.6B (+$4.34B)

0.83% more ownership

Funds ownership: 90.03%90.86% (+0.83%)

1% more funds holding

Funds holding: 986992 (+6)

3% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 367

Holders
992
Holders Change
+6
Holders Change %
+0.61%
% of All Funds
13.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
367
Closed
79
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
Choate Investment Advisors
Massachusetts
$398K -$128K -1,380 -27%
RWM
627
Ritholtz Wealth Management
New York
$396K +$1.85K +20 +0.5%
CWM
628
Congress Wealth Management
Massachusetts
$394K +$62.8K +679 +22%
FTWA
629
Fifth Third Wealth Advisors
Ohio
$394K -$7.31K -79 -2%
ESB
630
Essex Savings Bank
Connecticut
$393K
CPIG
631
Chicago Partners Investment Group
Illinois
$390K +$116K +1,253 +55%
VFA
632
Valeo Financial Advisors
Indiana
$384K +$44K +476 +15%
FM
633
Foster & Motley
Ohio
$380K -$11.4K -123 -3%
MIM
634
Morningstar Investment Management
Illinois
$378K +$329K +3,559 New
EWM
635
Evercore Wealth Management
New York
$377K -$90.2K -975 -22%
SI
636
Stephens Inc
Arkansas
$374K -$25.6K -277 -7%
HCMT
637
Highland Capital Management (Tennessee)
Tennessee
$372K
NIM
638
Northeast Investment Management
Massachusetts
$371K -$56.5K -611 -15%
PWM
639
Perigon Wealth Management
California
$371K +$27.4K +296 +9%
HDIM
640
Hanson & Doremus Investment Management
Vermont
$370K +$17.6K +190 +6%
JWS
641
Juncture Wealth Strategies
Arizona
$369K
CIBC World Market
642
CIBC World Market
Ontario, Canada
$368K -$1.1M -11,944 -78%
WA
643
Waverly Advisors
Alabama
$368K +$8.23K +89 +3%
CHAM
644
Clear Harbor Asset Management
Connecticut
$366K -$2.77K -30 -0.9%
NP
645
NorthRock Partners
Minnesota
$365K +$27K +292 +9%
PGFC
646
Peapack-Gladstone Financial Corp
New Jersey
$365K -$2.13K -23 -0.7%
PTC
647
Petrus Trust Company
Texas
$365K -$521K -5,636 -62%
TAM
648
Trust Asset Management
Texas
$365K
MIC
649
Means Investment Company
Maine
$365K
GWMR
650
GC Wealth Management RIA
Massachusetts
$365K +$317K +3,430 New

STT Hedge Fund Activity: Q2 2025 in Review

992 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q2 2025, worth a combined $27.6B — up 19% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new STT positions and 79 closed out — a net gain of 17 holders — while 357 added to existing stakes and 367 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $385M. The largest seller was Amundi, cutting an estimated $308M.

  • 992 institutional investors held State Street (STT) as of Q2 2025, up from 986 in Q1 2025.
  • Funds reported $27.6B of State Street stock for Q2 2025, up 19% quarter-over-quarter.
  • 96 funds opened new State Street positions in Q2 2025 and 79 closed out, a net change of +17 holders.
  • The largest State Street buyer in Q2 2025 was Victory Capital Management, an estimated $385M added.
  • The largest State Street seller in Q2 2025 was Amundi, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2025.