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State Street

969 hedge funds and large institutions have $23B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 351 increasing their positions, 338 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-20
Holders Change %
-2.02%
% of All Funds
13.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
104
Increased
351
Reduced
338
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Shares
Change %
SA
676
Sovran Advisors
California
$290K +$118K +1,449 +68%
BMWM
677
Brown Miller Wealth Management
Virginia
$288K
PWM
678
Perigon Wealth Management
California
$286K +$6.27K +70 +2%
MWM
679
Modera Wealth Management
New Jersey
$281K -$5.91K -66 -2%
NP
680
NorthRock Partners
Minnesota
$281K -$28.4K -317 -9%
VFA
681
Valeo Financial Advisors
Indiana
$281K +$281K +3,138 New
AFG
682
Atomi Financial Group
New York
$280K -$21K -235 -7%
PHK
683
Point72 Hong Kong
Hong Kong
$278K -$8.23M -91,877 -97%
GCIA
684
Gabelli & Co Investment Advisers
New York
$278K
ANTB
685
AMG National Trust Bank
Colorado
$278K
CT
686
Clearstead Trust
Maine
$277K +$2.06K +23 +0.7%
BL
687
BFSG LLC
California
$276K -$39.4K -440 -12%
AEPWM
688
Atlantic Edge Private Wealth Management
Florida
$276K -$3.13K -35 -1%
BJL
689
Brighton Jones LLC
Washington
$275K +$5.73K +64 +2%
GCM
690
Graham Capital Management
Connecticut
$275K -$5.39M -60,239 -95%
PPWP
691
Premier Path Wealth Partners
New Jersey
$272K -$2.06K -23 -0.8%
GWM
692
Geneos Wealth Management
Colorado
$271K +$181K +2,027 +203%
CWM
693
Congress Wealth Management
Massachusetts
$271K -$9.67K -108 -3%
BBA
694
Baader Bank Aktiengesellschaft
Germany
$270K +$3.92K +44 +1%
EFS
695
Essex Financial Services
Connecticut
$269K +$19K +212 +8%
CCM
696
Cohen Capital Management
California
$269K
CT
697
ClearAlpha Technologies
Connecticut
$263K +$263K +2,939 New
CI
698
Cigna Investments
Connecticut
$262K -$18.7K -209 -7%
FHC
699
First Heartland Consultants
Missouri
$262K +$262K +2,922 New
TFS
700
Thoroughbred Financial Services
Tennessee
$261K +$79.1K +886 +43%