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State Street

987 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 77 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: $ → $

1.63% more ownership

Funds ownership: 89.18%90.81% (+1.6%)

1% more funds holding

Funds holding: 977987 (+10)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
987
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
701
Iconiq Capital
California
$286K
AIP
702
Ameritas Investment Partners
Nebraska
$286K
CA
703
Cornerstone Advisory
Maryland
$284K
EFG
704
Ethos Financial Group
Pennsylvania
$282K
ACA
705
Aptus Capital Advisors
Alabama
$282K
AWA
706
Aaron Wealth Advisors
Illinois
$281K
DAS
707
Diversify Advisory Services
Utah
$278K
ANTB
708
AMG National Trust Bank
Colorado
$276K
VEA
709
Virtus ETF Advisers
New York
$276K
LAM
710
Longboard Asset Management
Arizona
$276K
LCWP
711
Legacy Capital Wealth Partners
Arkansas
$271K
CAM
712
Cidel Asset Management
Ontario, Canada
$271K
PCM
713
Parsons Capital Management
Rhode Island
$271K
PFM
714
Patton Fund Management
Texas
$268K
HCM
715
Howland Capital Management
Massachusetts
$267K
AAP
716
Arax Advisory Partners
Colorado
$266K
MAM
717
Mystic Asset Management
Rhode Island
$266K
DP
718
Dearborn Partners
Illinois
$266K
KWM
719
Kingsview Wealth Management
Oregon
$264K
IWM
720
IHT Wealth Management
Illinois
$264K
SFC
721
SYM Financial Corp
Indiana
$262K
EPIM
722
Evelyn Partners Investment Management
$261K
PCM
723
Polymer Capital Management
New York
$261K
DTC
724
Davidson Trust Company
Washington
$260K
PCP
725
Proficio Capital Partners
Massachusetts
$259K