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State Street

1,027 hedge funds and large institutions have $30.3B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 360 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $247M | Put options by funds: $127M

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

10% more capital invested

Capital invested by funds: $27.6B → $30.3B (+$2.7B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 9921,027 (+35)

9% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.86%91.21% (+0.35%)

Holders
1,027
Holders Change
+35
Holders Change %
+3.53%
% of All Funds
13.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
118
Increased
360
Reduced
331
Closed
69
Calls
$247M
Puts
$127M
Net Calls
+$119M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
651
Mesirow Financial Investment Management
Illinois
$418K -$18.8K -168 -4%
SI
652
Stephens Inc
Arkansas
$416K +$7.59K +68 +2%
PT
653
Plimoth Trust
Massachusetts
$414K -$32.9K -295 -8%
EWM
654
Evercore Wealth Management
New York
$411K
VFA
655
Valeo Financial Advisors
Indiana
$407K -$12.2K -109 -3%
HCMT
656
Highland Capital Management (Tennessee)
Tennessee
$406K
HDIM
657
Hanson & Doremus Investment Management
Vermont
$404K
PA
658
Parallel Advisors
California
$403K +$15.2K +136 +4%
CHAM
659
Clear Harbor Asset Management
Connecticut
$400K
TAM
660
Trust Asset Management
Texas
$398K
MIC
661
Means Investment Company
Maine
$398K
FHC
662
First Heartland Consultants
Missouri
$395K -$1.23K -11 -0.3%
BFA
663
Beaumont Financial Advisors
Massachusetts
$392K
PGFC
664
Peapack-Gladstone Financial Corp
New Jersey
$391K -$6.36K -57 -2%
NSB
665
Norway Savings Bank
Maine
$391K -$1.12K -10 -0.3%
SWP
666
Sagespring Wealth Partners
Tennessee
$388K +$54.5K +488 +17%
BPA
667
Beacon Pointe Advisors
California
$384K +$370K +3,314 New
KCM
668
Kathmere Capital Management
Pennsylvania
$384K +$36K +323 +11%
TCOV
669
Trust Company of Vermont
Vermont
$384K +$114K +1,022 +45%
WS
670
Wedbush Securities
California
$384K +$1K +9 +0.3%
BWA
671
Burt Wealth Advisors
Maryland
$383K
PEAK6
672
PEAK6
Illinois
$382K
PTC
673
Private Trust Company
Ohio
$382K +$8.82K +79 +2%
CT
674
Clearstead Trust
Maine
$379K
WANY
675
Wealthspire Advisors (New York)
New York
$378K +$363K +3,256 New

STT Hedge Fund Activity: Q3 2025 in Review

1,027 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2025, worth a combined $30.3B — up 9.8% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new STT positions and 69 closed out — a net gain of 49 holders — while 360 added to existing stakes and 331 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $312M. The largest seller was Catalyst Financial Partners, cutting an estimated $179M.

  • 1,027 institutional investors held State Street (STT) as of Q3 2025, up from 992 in Q2 2025.
  • Funds reported $30.3B of State Street stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 118 funds opened new State Street positions in Q3 2025 and 69 closed out, a net change of +49 holders.
  • The largest State Street buyer in Q3 2025 was Regents of the University of California, an estimated $312M added.
  • The largest State Street seller in Q3 2025 was Catalyst Financial Partners, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2025.