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State Street

984 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 75 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: $ → $

1.6% more ownership

Funds ownership: 89.11%90.71% (+1.6%)

1% more funds holding

Funds holding: 972984 (+12)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
984
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
CA
701
Cornerstone Advisory
Maryland
$284K
EFG
702
Ethos Financial Group
Pennsylvania
$282K
ACA
703
Aptus Capital Advisors
Alabama
$282K
AWA
704
Aaron Wealth Advisors
Illinois
$281K
DAS
705
Diversify Advisory Services
Utah
$278K
ANTB
706
AMG National Trust Bank
Colorado
$276K
VEA
707
Virtus ETF Advisers
New York
$276K
LAM
708
Longboard Asset Management
Arizona
$276K
LCWP
709
Legacy Capital Wealth Partners
Arkansas
$271K
CAM
710
Cidel Asset Management
Ontario, Canada
$271K
PCM
711
Parsons Capital Management
Rhode Island
$271K
PFM
712
Patton Fund Management
Texas
$268K
HCM
713
Howland Capital Management
Massachusetts
$267K
AAP
714
Arax Advisory Partners
Colorado
$266K
MAM
715
Mystic Asset Management
Rhode Island
$266K
DP
716
Dearborn Partners
Illinois
$266K
KWM
717
Kingsview Wealth Management
Oregon
$264K
IWM
718
IHT Wealth Management
Illinois
$264K
SFC
719
SYM Financial Corp
Indiana
$262K
EPIM
720
Evelyn Partners Investment Management
$261K
PCM
721
Polymer Capital Management
New York
$261K
DTC
722
Davidson Trust Company
Washington
$260K
PCP
723
Proficio Capital Partners
Massachusetts
$259K
BAAM
724
Baker Avenue Asset Management
California
$256K
BHWM
725
Bar Harbor Wealth Management
New Hampshire
$256K