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State Street

969 hedge funds and large institutions have $23B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 351 increasing their positions, 338 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-20
Holders Change %
-2.02%
% of All Funds
13.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
104
Increased
351
Reduced
338
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Shares
Change %
DIM
651
Delta Investment Management
California
$327K -$45.8K -512 -12%
PCMC
652
Paragon Capital Management (Colorado)
Colorado
$327K +$2.6K +29 +0.8%
CAM
653
Cresset Asset Management
Illinois
$322K -$47.6K -532 -13%
RI
654
Ridgewood Investments
New Jersey
$314K +$314K +3,509 New
MPM
655
MBB Public Markets
Illinois
$314K +$314K +3,504 New
HCMT
656
Highland Capital Management (Tennessee)
Tennessee
$313K
CHAM
657
Clear Harbor Asset Management
Connecticut
$311K +$89.5K +1,000 +40%
JWS
658
Juncture Wealth Strategies
Arizona
$310K
PGFC
659
Peapack-Gladstone Financial Corp
New Jersey
$309K
NSB
660
Norway Savings Bank
Maine
$308K
TAM
661
Trust Asset Management
Texas
$307K -$56.9K -635 -16%
MIC
662
Means Investment Company
Maine
$307K -$5.73K -64 -2%
GIA
663
GHP Investment Advisors
Colorado
$306K +$2.06K +23 +0.7%
BFA
664
Beaumont Financial Advisors
Massachusetts
$304K +$1.61K +18 +0.5%
BC
665
Bayforest Capital
United Kingdom
$304K +$151K +1,691 +99%
SFI
666
Siemens Fonds Invest
Germany
$303K +$3.04K +34 +1%
WA
667
Waverly Advisors
Alabama
$302K +$13K +145 +4%
RAM
668
Ramirez Asset Management
New York
$300K
EWA
669
EP Wealth Advisors
California
$297K +$895 +10 +0.3%
WS
670
Wedbush Securities
California
$296K +$46.4K +517 +19%
BWA
671
Burt Wealth Advisors
Maryland
$295K +$26.9K +300 +10%
BTI
672
Blue Trust Inc
Georgia
$295K +$7.88K +88 +3%
HDIM
673
Hanson & Doremus Investment Management
Vermont
$295K +$285K +3,180 +2,891%
PTC
674
Private Trust Company
Ohio
$291K +$9.76K +109 +3%
ZF
675
Zhang Financial
Michigan
$291K