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State Street

986 hedge funds and large institutions have $23.2B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 354 increasing their positions, 347 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $140M | Put options by funds: $120M

2.33% more ownership

Funds ownership: 87.7%90.03% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 347

3% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,002986 (-16)

8% less capital invested

Capital invested by funds: $25.2B → $23.2B (-$2.02B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
986
Holders Change
-16
Holders Change %
-1.6%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
101
Increased
354
Reduced
347
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WA
676
Waverly Advisors
Alabama
$302K +$13.9K +145 +4%
RAM
677
Ramirez Asset Management
New York
$300K
SC
678
Savant Capital
Illinois
$298K -$2.37M -24,839 -88%
EWA
679
EP Wealth Advisors
California
$297K +$955 +10 +0.3%
WS
680
Wedbush Securities
California
$296K +$49.4K +517 +19%
BWA
681
Burt Wealth Advisors
Maryland
$295K +$28.7K +300 +10%
BTI
682
Blue Trust Inc
Georgia
$295K +$8.41K +88 +3%
HDIM
683
Hanson & Doremus Investment Management
Vermont
$295K +$304K +3,180 +2,891%
PTC
684
Private Trust Company
Ohio
$291K +$10.4K +109 +3%
ZF
685
Zhang Financial
Michigan
$291K
SA
686
Sovran Advisors
California
$290K +$138K +1,449 +68%
BMWM
687
Brown Miller Wealth Management
Virginia
$288K
BFC
688
Blue Fin Capital
Rhode Island
$287K -$9.55K -100 -3%
PWM
689
Perigon Wealth Management
California
$286K +$6.69K +70 +2%
MWM
690
Modera Wealth Management
New Jersey
$281K -$6.3K -66 -2%
NP
691
NorthRock Partners
Minnesota
$281K -$30.3K -317 -9%
VFA
692
Valeo Financial Advisors
Indiana
$281K +$300K +3,138 New
AFG
693
Atomi Financial Group
New York
$280K -$22.4K -235 -7%
PHK
694
Point72 Hong Kong
Hong Kong
$278K -$8.78M -91,877 -97%
ANTB
695
AMG National Trust Bank
Colorado
$278K
GCIA
696
Gabelli & Co Investment Advisers
New York
$278K
CT
697
Clearstead Trust
Maine
$277K +$2.2K +23 +0.7%
BL
698
BFSG LLC
California
$276K -$42K -440 -12%
AEPWM
699
Atlantic Edge Private Wealth Management
Florida
$276K -$3.34K -35 -1%
BJL
700
Brighton Jones LLC
Washington
$275K +$6.11K +64 +2%

STT Hedge Fund Activity: Q1 2025 in Review

986 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2025, worth a combined $23.2B — down 8% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of STT and 101 opened new positions — a net loss of 3 holders — while 347 trimmed existing stakes and 354 added.

The largest buyer was Eastern Bank, adding an estimated $282M. The largest seller was Amundi, cutting an estimated $117M.

  • 986 institutional investors held State Street (STT) as of Q1 2025, down from 1,002 in Q4 2024.
  • Funds reported $23.2B of State Street stock for Q1 2025, down 8% quarter-over-quarter.
  • 101 funds opened new State Street positions in Q1 2025 and 104 closed out, a net change of -3 holders.
  • The largest State Street buyer in Q1 2025 was Eastern Bank, an estimated $282M added.
  • The largest State Street seller in Q1 2025 was Amundi, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2025.