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State Street

1,022 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, 358 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: 9891,022 (+33)

8% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.81%91.16% (+0.35%)

Holders
1,022
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
EWM
651
Evercore Wealth Management
New York
$411K
VFA
652
Valeo Financial Advisors
Indiana
$407K
HCMT
653
Highland Capital Management (Tennessee)
Tennessee
$406K
HDIM
654
Hanson & Doremus Investment Management
Vermont
$404K
PA
655
Parallel Advisors
California
$403K
CHAM
656
Clear Harbor Asset Management
Connecticut
$400K
TAM
657
Trust Asset Management
Texas
$398K
MIC
658
Means Investment Company
Maine
$398K
FHC
659
First Heartland Consultants
Missouri
$395K
BFA
660
Beaumont Financial Advisors
Massachusetts
$392K
PGFC
661
Peapack-Gladstone Financial Corp
New Jersey
$391K
NSB
662
Norway Savings Bank
Maine
$391K
SWP
663
Sagespring Wealth Partners
Tennessee
$388K
BPA
664
Beacon Pointe Advisors
California
$384K
KCM
665
Kathmere Capital Management
Pennsylvania
$384K
TCOV
666
Trust Company of Vermont
Vermont
$384K
WS
667
Wedbush Securities
California
$384K
BWA
668
Burt Wealth Advisors
Maryland
$383K
PEAK6
669
PEAK6
Illinois
$382K
PTC
670
Private Trust Company
Ohio
$382K
CT
671
Clearstead Trust
Maine
$379K
WANY
672
Wealthspire Advisors (New York)
New York
$378K
ZF
673
Zhang Financial
Michigan
$377K
BMWM
674
Brown Miller Wealth Management
Virginia
$373K
MA
675
MONECO Advisors
Connecticut
$373K