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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
PPWP
676
Premier Path Wealth Partners
New Jersey
$311K -$12.2K -115 -4%
SA
677
Sovran Advisors
California
$310K -$79.2K -725 -20%
BW
678
BostonPremier Wealth
Massachusetts
$310K +$1.91K +18 +0.6%
TCWM
679
Total Clarity Wealth Management
Illinois
$310K -$395K -3,714 -56%
BC
680
Bayforest Capital
United Kingdom
$309K -$52.5K -494 -15%
GLF
681
Groupe la Francaise
France
$308K +$9.22K +87 +3%
AEPWM
682
Atlantic Edge Private Wealth Management
Florida
$306K -$21.3K -200 -6%
DJSG
683
D.J. St. Germain
Massachusetts
$305K +$19.1K +180 +7%
SWP
684
Sagespring Wealth Partners
Tennessee
$303K +$303K +2,854 New
FPAS
685
Focus Partners Advisor Solutions
Missouri
$303K +$303K +2,855 New
MPM
686
MBB Public Markets
Illinois
$303K -$69.4K -653 -19%
PCIA
687
Prime Capital Investment Advisors
Kansas
$302K -$2.23K -21 -0.7%
RWP
688
RWA Wealth Partners
Massachusetts
$302K -$6.38K -60 -2%
SWK
689
Stephen W. Kidder
$300K -$7.98K -75 -3%
FA
690
Financial Advisors
Massachusetts
$300K – – –
AssetMark Inc
691
AssetMark Inc
California
$299K +$199K +1,874 +201%
DO
692
denkapparat Operations
Germany
$297K -$10.6K -100 -3%
CI
693
Cigna Investments
Connecticut
$294K -$16.1K -152 -5%
First Manhattan
694
First Manhattan
New York
$290K – – –
FMII
695
Farmers & Merchants Investments Inc
Nebraska
$289K -$744 -7 -0.3%
BPWM
696
BCS Private Wealth Management
New Jersey
$289K +$289K +2,718 New
IC
697
Iconiq Capital
California
$286K +$286K +2,694 New
AIP
698
Ameritas Investment Partners
Nebraska
$286K -$17.4K -164 -6%
CA
699
Cornerstone Advisory
Maryland
$284K – – –
EFG
700
Ethos Financial Group
Pennsylvania
$282K +$282K +2,655 New
26 27
28
29 30