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State Street

1,023 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 359 increasing their positions, 331 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:

3% more funds holding

Funds holding: 9901,023 (+33)

8% more repeat investments, than reductions

Existing positions increased: 359 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.82%91.17% (+0.35%)

Holders
1,023
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
PT
651
Plimoth Trust
Massachusetts
$414K
EWM
652
Evercore Wealth Management
New York
$411K
VFA
653
Valeo Financial Advisors
Indiana
$407K
HCMT
654
Highland Capital Management (Tennessee)
Tennessee
$406K
HDIM
655
Hanson & Doremus Investment Management
Vermont
$404K
PA
656
Parallel Advisors
California
$403K
CHAM
657
Clear Harbor Asset Management
Connecticut
$400K
TAM
658
Trust Asset Management
Texas
$398K
MIC
659
Means Investment Company
Maine
$398K
FHC
660
First Heartland Consultants
Missouri
$395K
BFA
661
Beaumont Financial Advisors
Massachusetts
$392K
PGFC
662
Peapack-Gladstone Financial Corp
New Jersey
$391K
NSB
663
Norway Savings Bank
Maine
$391K
SWP
664
Sagespring Wealth Partners
Tennessee
$388K
BPA
665
Beacon Pointe Advisors
California
$384K
KCM
666
Kathmere Capital Management
Pennsylvania
$384K
TCOV
667
Trust Company of Vermont
Vermont
$384K
WS
668
Wedbush Securities
California
$384K
BWA
669
Burt Wealth Advisors
Maryland
$383K
PEAK6
670
PEAK6
Illinois
$382K
PTC
671
Private Trust Company
Ohio
$382K
CT
672
Clearstead Trust
Maine
$379K
WANY
673
Wealthspire Advisors (New York)
New York
$378K
ZF
674
Zhang Financial
Michigan
$377K
BMWM
675
Brown Miller Wealth Management
Virginia
$373K