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State Street

984 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 353 increasing their positions, 366 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.6% more ownership

Funds ownership: 89.11%90.71% (+1.6%)

1% more funds holding

Funds holding: 972984 (+12)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
984
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$429M
Puts
$122M
Net Calls
Net Calls Change

Top Buyers

1 +$448M
2 +$330M
3 +$281M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1 -$358M
2 -$314M
3 -$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
676
Inscription Capital
Texas
$316K
BG
677
Bollard Group
Massachusetts
$313K
PPWP
678
Premier Path Wealth Partners
New Jersey
$311K
SA
679
Sovran Advisors
California
$310K
BW
680
BostonPremier Wealth
Massachusetts
$310K
TCWM
681
Total Clarity Wealth Management
Illinois
$310K
BC
682
Bayforest Capital
United Kingdom
$309K
GLF
683
Groupe la Francaise
France
$308K
AEPWM
684
Atlantic Edge Private Wealth Management
Florida
$306K
DJSG
685
D.J. St. Germain
Massachusetts
$305K
SWP
686
Sagespring Wealth Partners
Tennessee
$303K
FPAS
687
Focus Partners Advisor Solutions
Missouri
$303K
MPM
688
MBB Public Markets
Illinois
$303K
PCIA
689
Prime Capital Investment Advisors
Kansas
$302K
RWP
690
RWA Wealth Partners
Massachusetts
$302K
SWK
691
Stephen W. Kidder
$300K
FA
692
Financial Advisors
Massachusetts
$300K
AssetMark Inc
693
AssetMark Inc
California
$299K
DO
694
denkapparat Operations
Germany
$297K
CI
695
Cigna Investments
Connecticut
$294K
First Manhattan
696
First Manhattan
New York
$290K
FMII
697
Farmers & Merchants Investments Inc
Nebraska
$289K
BPWM
698
BCS Private Wealth Management
New Jersey
$289K
IC
699
Iconiq Capital
California
$286K
AIP
700
Ameritas Investment Partners
Nebraska
$286K