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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BL
651
BFSG LLC
California
$346K -$19.3K -204 -5%
HCMT
652
Highland Capital Management (Tennessee)
Tennessee
$344K
MIC
653
Means Investment Company
Maine
$343K
JWS
654
Juncture Wealth Strategies
Arizona
$340K
NP
655
NorthRock Partners
Minnesota
$340K -$60.3K -637 -16%
PGFC
656
Peapack-Gladstone Financial Corp
New Jersey
$339K -$173K -1,831 -35%
LCWP
657
Legacy Capital Wealth Partners
Arkansas
$339K -$259K -2,739 -44%
NSB
658
Norway Savings Bank
Maine
$337K -$8.05K -85 -2%
FFA
659
Farther Finance Advisors
California
$335K +$1.8K +19 +0.6%
GIA
660
GHP Investment Advisors
Colorado
$333K +$2.18K +23 +0.7%
BFA
661
Beaumont Financial Advisors
Massachusetts
$332K +$284 +3 +0.1%
AFG
662
Atomi Financial Group
New York
$330K +$28.6K +302 +10%
JIC
663
Johnson Investment Counsel
Ohio
$330K +$80.8K +853 +34%
SFI
664
Siemens Fonds Invest
Germany
$330K
RAM
665
Ramirez Asset Management
New York
$329K
RWP
666
RWA Wealth Partners
Massachusetts
$329K +$317K +3,350 New
EWA
667
EP Wealth Advisors
California
$325K -$15.9K -168 -5%
BFC
668
Blue Fin Capital
Rhode Island
$325K -$2.94K -31 -0.9%
OIA
669
OneDigital Investment Advisors
Kansas
$320K +$19.8K +209 +7%
EC
670
EntryPoint Capital
New York
$319K +$308K +3,251 New
ZF
671
Zhang Financial
Michigan
$319K
BMWM
672
Brown Miller Wealth Management
Virginia
$318K
WA
673
Waverly Advisors
Alabama
$317K +$39.3K +415 +15%
MWM
674
Modera Wealth Management
New Jersey
$315K +$7.67K +81 +3%
BTI
675
Blue Trust Inc
Georgia
$315K -$118K -1,245 -28%

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.