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State Street

1,022 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 358 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding in top 10

Funds holding in top 10:

3% more funds holding

Funds holding: 9891,022 (+33)

8% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.81%91.16% (+0.35%)

Holders
1,022
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
12
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$247M
Puts
$127M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EI
676
Ellevest Inc
New York
$372K
ERSOT
677
Employees Retirement System of Texas
Texas
$366K
SMA
678
Sage Mountain Advisors
Georgia
$366K
MWM
679
Modera Wealth Management
New Jersey
$362K
PCIA
680
Prime Capital Investment Advisors
Kansas
$361K
BFC
681
Blue Fin Capital
Rhode Island
$360K
QI
682
Qtron Investments
Massachusetts
$360K
GCIA
683
Gabelli & Co Investment Advisers
New York
$360K
EFS
684
Essex Financial Services
Connecticut
$355K
NIM
685
Northeast Investment Management
Massachusetts
$354K
AF
686
Allworth Financial
California
$353K
IAG
687
Investment Advisory Group
Massachusetts
$352K
CCM
688
Cohen Capital Management
California
$348K
MOS
689
MGO One Seven
Ohio
$347K
BG
690
Bollard Group
Massachusetts
$344K
BL
691
BFSG LLC
California
$342K
PPWP
692
Premier Path Wealth Partners
New Jersey
$341K
BW
693
BostonPremier Wealth
Massachusetts
$340K
ACA
694
Aptus Capital Advisors
Alabama
$334K
AEPWM
695
Atlantic Edge Private Wealth Management
Florida
$334K
DJSG
696
D.J. St. Germain
Massachusetts
$333K
RWP
697
RWA Wealth Partners
Massachusetts
$328K
SWK
698
Stephen W. Kidder
$328K
FA
699
Financial Advisors
Massachusetts
$327K
DO
700
denkapparat Operations
Germany
$324K