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State Street

1,015 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, 355 increasing their positions, 328 reducing their positions, and 70 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: 9871,015 (+28)

8% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 328

0.32% more ownership

Funds ownership: 90.81%91.13% (+0.32%)

Holders
1,015
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
MWM
676
Modera Wealth Management
New Jersey
$362K
PCIA
677
Prime Capital Investment Advisors
Kansas
$361K
BFC
678
Blue Fin Capital
Rhode Island
$360K
QI
679
Qtron Investments
Massachusetts
$360K
GCIA
680
Gabelli & Co Investment Advisers
New York
$360K
EFS
681
Essex Financial Services
Connecticut
$355K
NIM
682
Northeast Investment Management
Massachusetts
$354K
AF
683
Allworth Financial
California
$353K
IAG
684
Investment Advisory Group
Massachusetts
$352K
CCM
685
Cohen Capital Management
California
$348K
MOS
686
MGO One Seven
Ohio
$347K
BG
687
Bollard Group
Massachusetts
$344K
BL
688
BFSG LLC
California
$342K
PPWP
689
Premier Path Wealth Partners
New Jersey
$341K
BW
690
BostonPremier Wealth
Massachusetts
$340K
ACA
691
Aptus Capital Advisors
Alabama
$334K
AEPWM
692
Atlantic Edge Private Wealth Management
Florida
$334K
DJSG
693
D.J. St. Germain
Massachusetts
$333K
RWP
694
RWA Wealth Partners
Massachusetts
$328K
SWK
695
Stephen W. Kidder
$328K
FA
696
Financial Advisors
Massachusetts
$327K
DO
697
denkapparat Operations
Germany
$324K
CI
698
Cigna Investments
Connecticut
$321K
CAM
699
Cidel Asset Management
Ontario, Canada
$321K
CCIA
700
Campbell & Co Investment Adviser
Maryland
$317K