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State Street

911 hedge funds and large institutions have $22.6B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 277 increasing their positions, 373 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+17
Holders Change %
+1.9%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
98
Increased
277
Reduced
373
Closed
74
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
651
Private Trust Company
Ohio
$278K -$1.42K -16 -0.5%
KPWS
652
Kestra Private Wealth Services
Texas
$278K +$7.43K +84 +3%
CI
653
Cigna Investments
Connecticut
$277K -$4.96K -56 -2%
PWM
654
Perigon Wealth Management
California
$277K -$1.86K -21 -0.7%
MWM
655
Modera Wealth Management
New Jersey
$277K
AEPWM
656
Atlantic Edge Private Wealth Management
Florida
$275K -$6.64K -75 -2%
ANTB
657
AMG National Trust Bank
Colorado
$274K
BWA
658
Burt Wealth Advisors
Maryland
$273K
AFG
659
Atomi Financial Group
New York
$271K +$271K +3,064 New
IFU
660
iSAM Funds (UK)
United Kingdom
$271K +$271K +3,062 New
OIA
661
OneDigital Investment Advisors
Kansas
$270K +$270K +3,050 New
CT
662
Clearstead Trust
Maine
$269K +$2.3K +26 +0.9%
AIP
663
Ameritas Investment Partners
Nebraska
$268K -$22.9K -259 -8%
PPWP
664
Premier Path Wealth Partners
New Jersey
$266K +$19.9K +225 +8%
CCM
665
Cohen Capital Management
California
$265K
FM
666
Foster & Motley
Ohio
$264K -$11.8K -133 -4%
BBA
667
Baader Bank Aktiengesellschaft
Germany
$263K
SWK
668
Stephen W. Kidder
$261K
CCA
669
Cobblestone Capital Advisors
New York
$257K +$1.77K +20 +0.7%
PCA
670
Pallas Capital Advisors
Massachusetts
$256K -$10.3K -112 -4%
PWLP
671
Prio Wealth Limited Partnership
Massachusetts
$254K
CWP
672
Capital Wealth Planning
Florida
$252K
EFS
673
Essex Financial Services
Connecticut
$250K -$29.5K -328 -11%
WB
674
Webster Bank
Connecticut
$250K
FA
675
Financial Advisors
Massachusetts
$249K