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State Street

989 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 290 increasing their positions, 366 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+78
Holders Change %
+8.56%
% of All Funds
13.16%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
155
Increased
290
Reduced
366
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
676
Congress Wealth Management
Massachusetts
$307K +$307K +3,132 New
VT
677
Vise Technologies
New York
$307K +$307K +3,132 New
QIM
678
Quantitative Investment Management
Virginia
$306K +$306K +3,122 New
AEPWM
679
Atlantic Edge Private Wealth Management
Florida
$306K
ANTB
680
AMG National Trust Bank
Colorado
$304K
GCIA
681
Gabelli & Co Investment Advisers
New York
$304K +$304K +3,100 New
CT
682
Clearstead Trust
Maine
$301K +$2.36K +24 +0.8%
PPWP
683
Premier Path Wealth Partners
New Jersey
$301K +$5.79K +59 +2%
LSAG
684
Lake Street Advisors Group
New Hampshire
$301K -$33.8K -344 -10%
BJL
685
Brighton Jones LLC
Washington
$296K +$296K +3,012 New
BWA
686
Burt Wealth Advisors
Maryland
$294K -$8.64K -88 -3%
CCM
687
Cohen Capital Management
California
$294K
BBA
688
Baader Bank Aktiengesellschaft
Germany
$293K +$2.06K +21 +0.7%
AG
689
AlTi Global
New York
$291K +$291K +2,970 New
SCM
690
Stevens Capital Management
Pennsylvania
$290K +$290K +2,959 New
IWM
691
IHT Wealth Management
Illinois
$289K -$117K -1,194 -29%
AP
692
Adero Partners
California
$285K +$9.82K +100 +4%
SWK
693
Stephen W. Kidder
$285K -$4.91K -50 -2%
BW
694
BostonPremier Wealth
Massachusetts
$283K +$283K +2,882 New
DJSG
695
D.J. St. Germain
Massachusetts
$282K +$17.7K +180 +7%
PCA
696
Pallas Capital Advisors
Massachusetts
$281K +$8.25K +84 +3%
AIP
697
Ameritas Investment Partners
Nebraska
$280K -$16.6K -169 -6%
WB
698
Webster Bank
Connecticut
$277K
FA
699
Financial Advisors
Massachusetts
$277K
FM
700
Foster & Motley
Ohio
$275K -$18.4K -187 -6%