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State Street

989 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 290 increasing their positions, 366 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+78
Holders Change %
+8.56%
% of All Funds
13.16%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
155
Increased
290
Reduced
366
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
PGFC
651
Peapack-Gladstone Financial Corp
New Jersey
$339K -$180K -1,831 -35%
LCWP
652
Legacy Capital Wealth Partners
Arkansas
$339K -$269K -2,739 -44%
NSB
653
Norway Savings Bank
Maine
$337K -$8.34K -85 -2%
FFA
654
Farther Finance Advisors
California
$335K +$1.87K +19 +0.6%
GIA
655
GHP Investment Advisors
Colorado
$333K +$2.26K +23 +0.7%
BFA
656
Beaumont Financial Advisors
Massachusetts
$332K +$294 +3 +0.1%
AFG
657
Atomi Financial Group
New York
$330K +$29.6K +302 +10%
JIC
658
Johnson Investment Counsel
Ohio
$330K +$83.7K +853 +34%
SFI
659
Siemens Fonds Invest
Germany
$330K
RAM
660
Ramirez Asset Management
New York
$329K
RWP
661
RWA Wealth Partners
Massachusetts
$329K +$329K +3,350 New
EWA
662
EP Wealth Advisors
California
$325K -$16.5K -168 -5%
BFC
663
Blue Fin Capital
Rhode Island
$325K -$3.04K -31 -0.9%
OIA
664
OneDigital Investment Advisors
Kansas
$320K +$20.5K +209 +7%
EC
665
EntryPoint Capital
New York
$319K +$319K +3,251 New
ZF
666
Zhang Financial
Michigan
$319K
BMWM
667
Brown Miller Wealth Management
Virginia
$318K
WA
668
Waverly Advisors
Alabama
$317K +$40.7K +415 +15%
MWM
669
Modera Wealth Management
New Jersey
$315K +$7.95K +81 +3%
BTI
670
Blue Trust Inc
Georgia
$315K -$122K -1,245 -28%
GI
671
GAMMA Investing
California
$314K +$69.6K +709 +28%
PWM
672
Perigon Wealth Management
California
$314K -$603 -6 -0.2%
BFG
673
Beacon Financial Group
Texas
$311K
PTC
674
Private Trust Company
Ohio
$309K
CI
675
Cigna Investments
Connecticut
$308K