STT icon

State Street

1,005 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 325 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:

2% more funds holding

Funds holding: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
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
EFS
676
Essex Financial Services
Connecticut
$355K
NIM
677
Northeast Investment Management
Massachusetts
$354K
IAG
678
Investment Advisory Group
Massachusetts
$352K
CCM
679
Cohen Capital Management
California
$348K
MOS
680
MGO One Seven
Ohio
$347K
BG
681
Bollard Group
Massachusetts
$344K
BL
682
BFSG LLC
California
$342K
PPWP
683
Premier Path Wealth Partners
New Jersey
$341K
BW
684
BostonPremier Wealth
Massachusetts
$340K
ACA
685
Aptus Capital Advisors
Alabama
$334K
AEPWM
686
Atlantic Edge Private Wealth Management
Florida
$334K
DJSG
687
D.J. St. Germain
Massachusetts
$333K
RWP
688
RWA Wealth Partners
Massachusetts
$328K
SWK
689
Stephen W. Kidder
$328K
FA
690
Financial Advisors
Massachusetts
$327K
DO
691
denkapparat Operations
Germany
$324K
CI
692
Cigna Investments
Connecticut
$321K
CAM
693
Cidel Asset Management
Ontario, Canada
$321K
CCIA
694
Campbell & Co Investment Adviser
Maryland
$317K
First Manhattan
695
First Manhattan
New York
$317K
FMII
696
Farmers & Merchants Investments Inc
Nebraska
$315K
BPWM
697
BCS Private Wealth Management
New Jersey
$315K
Balyasny Asset Management
698
Balyasny Asset Management
Illinois
$314K
CA
699
Cornerstone Advisory
Maryland
$314K
AC
700
AXQ Capital
New Jersey
$312K