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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
676
GAMMA Investing
California
$314K +$67.1K +709 +28%
PWM
677
Perigon Wealth Management
California
$314K -$568 -6 -0.2%
BFG
678
Beacon Financial Group
Texas
$311K
PTC
679
Private Trust Company
Ohio
$309K
CI
680
Cigna Investments
Connecticut
$308K
CWM
681
Congress Wealth Management
Massachusetts
$307K +$297K +3,132 New
VT
682
Vise Technologies
New York
$307K +$297K +3,132 New
QIM
683
Quantitative Investment Management
Virginia
$306K +$296K +3,122 New
AEPWM
684
Atlantic Edge Private Wealth Management
Florida
$306K
ANTB
685
AMG National Trust Bank
Colorado
$304K
GCIA
686
Gabelli & Co Investment Advisers
New York
$304K +$294K +3,100 New
CT
687
Clearstead Trust
Maine
$301K +$2.27K +24 +0.8%
PPWP
688
Premier Path Wealth Partners
New Jersey
$301K +$5.59K +59 +2%
LSAG
689
Lake Street Advisors Group
New Hampshire
$301K -$32.6K -344 -10%
BJL
690
Brighton Jones LLC
Washington
$296K +$285K +3,012 New
BWA
691
Burt Wealth Advisors
Maryland
$294K -$8.33K -88 -3%
CCM
692
Cohen Capital Management
California
$294K
BBA
693
Baader Bank Aktiengesellschaft
Germany
$293K +$1.99K +21 +0.7%
AG
694
AlTi Global
New York
$291K +$281K +2,970 New
SCM
695
Stevens Capital Management
Pennsylvania
$290K +$280K +2,959 New
IWM
696
IHT Wealth Management
Illinois
$289K -$113K -1,194 -29%
AP
697
Adero Partners
California
$285K +$9.47K +100 +4%
SWK
698
Stephen W. Kidder
$285K -$4.74K -50 -2%
BW
699
BostonPremier Wealth
Massachusetts
$283K +$273K +2,882 New
DJSG
700
D.J. St. Germain
Massachusetts
$282K +$17K +180 +7%

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.