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State Street

984 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, 364 reducing their positions, and 75 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: $ → $

1.6% more ownership

Funds ownership: 89.11%90.71% (+1.6%)

1% more funds holding

Funds holding: 972984 (+12)

3% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 364

Holders
984
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
VFA
626
Valeo Financial Advisors
Indiana
$384K
FM
627
Foster & Motley
Ohio
$380K
MIM
628
Morningstar Investment Management
Illinois
$378K
EWM
629
Evercore Wealth Management
New York
$377K
SI
630
Stephens Inc
Arkansas
$374K
HCMT
631
Highland Capital Management (Tennessee)
Tennessee
$372K
NIM
632
Northeast Investment Management
Massachusetts
$371K
PWM
633
Perigon Wealth Management
California
$371K
HDIM
634
Hanson & Doremus Investment Management
Vermont
$370K
JWS
635
Juncture Wealth Strategies
Arizona
$369K
CIBC World Market
636
CIBC World Market
Ontario, Canada
$368K
WA
637
Waverly Advisors
Alabama
$368K
CHAM
638
Clear Harbor Asset Management
Connecticut
$366K
NP
639
NorthRock Partners
Minnesota
$365K
PGFC
640
Peapack-Gladstone Financial Corp
New Jersey
$365K
PTC
641
Petrus Trust Company
Texas
$365K
TAM
642
Trust Asset Management
Texas
$365K
MIC
643
Means Investment Company
Maine
$365K
GWMR
644
GC Wealth Management RIA
Massachusetts
$365K
FHC
645
First Heartland Consultants
Missouri
$363K
DIM
646
Delta Investment Management
California
$360K
BFA
647
Beaumont Financial Advisors
Massachusetts
$360K
NSB
648
Norway Savings Bank
Maine
$359K
PA
649
Parallel Advisors
California
$355K
WS
650
Wedbush Securities
California
$351K