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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACA
701
Aptus Capital Advisors
Alabama
$282K +$42.3K +398 +18%
AWA
702
Aaron Wealth Advisors
Illinois
$281K +$32.3K +304 +13%
DAS
703
Diversify Advisory Services
Utah
$278K +$278K +2,491 New
ANTB
704
AMG National Trust Bank
Colorado
$276K -$53.2K -500 -16%
VEA
705
Virtus ETF Advisers
New York
$276K +$276K +2,600 New
LAM
706
Longboard Asset Management
Arizona
$276K +$276K +2,594 New
LCWP
707
Legacy Capital Wealth Partners
Arkansas
$271K -$15.8K -149 -6%
CAM
708
Cidel Asset Management
Ontario, Canada
$271K – – –
PCM
709
Parsons Capital Management
Rhode Island
$271K – – –
PFM
710
Patton Fund Management
Texas
$268K +$268K +2,520 New
HCM
711
Howland Capital Management
Massachusetts
$267K -$13.8K -130 -5%
AAP
712
Arax Advisory Partners
Colorado
$266K +$208K +1,076 +361%
MAM
713
Mystic Asset Management
Rhode Island
$266K -$21.3K -200 -7%
DP
714
Dearborn Partners
Illinois
$266K – – –
KWM
715
Kingsview Wealth Management
Oregon
$264K +$7.87K +74 +3%
IWM
716
IHT Wealth Management
Illinois
$264K +$1.49K +14 +0.6%
SFC
717
SYM Financial Corp
Indiana
$262K -$2.34K -22 -0.9%
EPIM
718
Evelyn Partners Investment Management
$261K -$158K -1,484 -38%
PCM
719
Polymer Capital Management
New York
$261K -$326K -3,068 -56%
DTC
720
Davidson Trust Company
Washington
$260K -$11.5K -108 -4%
PCP
721
Proficio Capital Partners
Massachusetts
$259K +$259K +2,438 New
BAAM
722
Baker Avenue Asset Management
California
$256K +$256K +2,410 New
BHWM
723
Bar Harbor Wealth Management
New Hampshire
$256K – – –
RFC
724
Regions Financial Corp
Alabama
$255K -$22.2K -209 -8%
HFAS
725
Hummer Financial Advisory Services
Illinois
$255K – – –
27 28
29
30 31