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State Street

1,027 hedge funds and large institutions have $30.3B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 360 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $247M | Put options by funds: $127M

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

10% more capital invested

Capital invested by funds: $27.6B → $30.3B (+$2.7B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 9921,027 (+35)

9% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.86%91.21% (+0.35%)

Holders
1,027
Holders Change
+35
Holders Change %
+3.53%
% of All Funds
13.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
118
Increased
360
Reduced
331
Closed
69
Calls
$247M
Puts
$127M
Net Calls
+$119M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
ZF
676
Zhang Financial
Michigan
$377K
BMWM
677
Brown Miller Wealth Management
Virginia
$373K
MA
678
MONECO Advisors
Connecticut
$373K +$359K +3,215 New
EI
679
Ellevest Inc
New York
$372K -$8.15K -73 -2%
ERSOT
680
Employees Retirement System of Texas
Texas
$366K
SMA
681
Sage Mountain Advisors
Georgia
$366K +$138K +1,234 +64%
MWM
682
Modera Wealth Management
New Jersey
$362K -$10.5K -94 -3%
PCIA
683
Prime Capital Investment Advisors
Kansas
$361K +$30.4K +272 +10%
BFC
684
Blue Fin Capital
Rhode Island
$360K
QI
685
Qtron Investments
Massachusetts
$360K +$346K +3,104 New
GCIA
686
Gabelli & Co Investment Advisers
New York
$360K
EFS
687
Essex Financial Services
Connecticut
$355K +$7.92K +71 +2%
NIM
688
Northeast Investment Management
Massachusetts
$354K -$48.9K -438 -13%
AF
689
Allworth Financial
California
$353K +$6.36K +57 +2%
IAG
690
Investment Advisory Group
Massachusetts
$352K +$75.2K +674 +29%
CCM
691
Cohen Capital Management
California
$348K
MOS
692
MGO One Seven
Ohio
$347K -$5.25K -47 -2%
BG
693
Bollard Group
Massachusetts
$344K +$2.23K +20 +0.7%
BL
694
BFSG LLC
California
$342K -$24.1K -216 -7%
PPWP
695
Premier Path Wealth Partners
New Jersey
$341K +$1K +9 +0.3%
BW
696
BostonPremier Wealth
Massachusetts
$340K +$1.45K +13 +0.4%
ACA
697
Aptus Capital Advisors
Alabama
$334K +$25.8K +231 +9%
AEPWM
698
Atlantic Edge Private Wealth Management
Florida
$334K
DJSG
699
D.J. St. Germain
Massachusetts
$333K
RWP
700
RWA Wealth Partners
Massachusetts
$328K -$1.12K -10 -0.4%

STT Hedge Fund Activity: Q3 2025 in Review

1,027 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2025, worth a combined $30.3B — up 9.8% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new STT positions and 69 closed out — a net gain of 49 holders — while 360 added to existing stakes and 331 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $312M. The largest seller was Catalyst Financial Partners, cutting an estimated $179M.

  • 1,027 institutional investors held State Street (STT) as of Q3 2025, up from 992 in Q2 2025.
  • Funds reported $30.3B of State Street stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 118 funds opened new State Street positions in Q3 2025 and 69 closed out, a net change of +49 holders.
  • The largest State Street buyer in Q3 2025 was Regents of the University of California, an estimated $312M added.
  • The largest State Street seller in Q3 2025 was Catalyst Financial Partners, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2025.