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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
EI
651
Ellevest Inc
New York
$349K -$201K -1,888 -37%
CT
652
Clearstead Trust
Maine
$347K +$18.1K +170 +5%
CDIEC
653
Crédit Industriel et Commercial
France
$347K -$734K -6,900 -68%
ZF
654
Zhang Financial
Michigan
$345K – – –
EC
655
EntryPoint Capital
New York
$345K +$345K +3,240 New
BJL
656
Brighton Jones LLC
Washington
$343K +$15.5K +146 +5%
BMWM
657
Brown Miller Wealth Management
Virginia
$342K – – –
MWM
658
Modera Wealth Management
New Jersey
$342K +$7.44K +70 +2%
PTC
659
Private Trust Company
Ohio
$341K -$4.57K -43 -1%
PA
660
Profund Advisors
Maryland
$339K -$79.3K -746 -19%
FIM
661
Freedom Investment Management
Connecticut
$338K -$55K -517 -14%
BL
662
BFSG LLC
California
$336K +$8.72K +82 +3%
ERSOT
663
Employees Retirement System of Texas
Texas
$335K +$335K +3,152 New
JSSH
664
J. Safra Sarasin Holding
$332K -$2.44M -22,980 -88%
BFC
665
Blue Fin Capital
Rhode Island
$330K +$330K +3,106 New
GCIA
666
Gabelli & Co Investment Advisers
New York
$330K – – –
MOS
667
MGO One Seven
Ohio
$323K +$323K +3,035 New
CCM
668
Cohen Capital Management
California
$319K – – –
KCM
669
Kathmere Capital Management
Pennsylvania
$318K +$318K +2,988 New
AF
670
Allworth Financial
California
$318K +$50.6K +476 +19%
EFS
671
Essex Financial Services
Connecticut
$318K -$2.45K -23 -0.8%
AFG
672
Atomi Financial Group
New York
$317K -$15.6K -147 -5%
ECM
673
Eisler Capital Management
United Kingdom
$317K -$1.09M -10,247 -77%
IC
674
Inscription Capital
Texas
$316K +$316K +2,967 New
BG
675
Bollard Group
Massachusetts
$313K +$17.7K +167 +6%
25 26
27
28 29