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State Street

1,005 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 325 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

2% more funds holding

Funds holding: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$247M
Puts
$127M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
651
First Heartland Consultants
Missouri
$395K
BFA
652
Beaumont Financial Advisors
Massachusetts
$392K
PGFC
653
Peapack-Gladstone Financial Corp
New Jersey
$391K
NSB
654
Norway Savings Bank
Maine
$391K
SWP
655
Sagespring Wealth Partners
Tennessee
$388K
BPA
656
Beacon Pointe Advisors
California
$384K
KCM
657
Kathmere Capital Management
Pennsylvania
$384K
TCOV
658
Trust Company of Vermont
Vermont
$384K
WS
659
Wedbush Securities
California
$384K
BWA
660
Burt Wealth Advisors
Maryland
$383K
PEAK6
661
PEAK6
Illinois
$382K
PTC
662
Private Trust Company
Ohio
$382K
CT
663
Clearstead Trust
Maine
$379K
WANY
664
Wealthspire Advisors (New York)
New York
$378K
ZF
665
Zhang Financial
Michigan
$377K
BMWM
666
Brown Miller Wealth Management
Virginia
$373K
MA
667
MONECO Advisors
Connecticut
$373K
EI
668
Ellevest Inc
New York
$372K
ERSOT
669
Employees Retirement System of Texas
Texas
$366K
SMA
670
Sage Mountain Advisors
Georgia
$366K
MWM
671
Modera Wealth Management
New Jersey
$362K
PCIA
672
Prime Capital Investment Advisors
Kansas
$361K
BFC
673
Blue Fin Capital
Rhode Island
$360K
QI
674
Qtron Investments
Massachusetts
$360K
GCIA
675
Gabelli & Co Investment Advisers
New York
$360K