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State Street

1,005 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 325 reducing their positions, and 69 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:

2% more funds holding

Funds holding: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
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
TC
726
Truvestments Capital
Florida
$272K
GIA
727
GHP Investment Advisors
Colorado
$271K
IAA
728
Independent Advisor Alliance
North Carolina
$271K
LA
729
LM Advisors
California
$270K
KCP
730
Kera Capital Partners
California
$268K
VCAM
731
Van Cleef Asset Management
Ohio
$267K
SF
732
Summit Financial
New Jersey
$265K
CT
733
Colonial Trust
South Carolina
$260K
RFC
734
Regions Financial Corp
Alabama
$260K
C
735
Certuity
Florida
$258K
CIA
736
Capital Investment Advisors
Georgia
$258K
OL
737
Optas LLC
Texas
$258K
KFI
738
Key Financial Inc
Pennsylvania
$258K
ICP
739
Interchange Capital Partners
Pennsylvania
$256K
RRA
740
Round Rock Advisors
Connecticut
$255K
TBA
741
Tower Bridge Advisors
Pennsylvania
$255K
IBOK
742
Independence Bank of Kentucky
Kentucky
$255K
AG
743
Ascent Group
Virginia
$255K
DAS
744
Diversify Advisory Services
Utah
$254K
SP
745
Stablepoint Partners
Massachusetts
$254K
PFSC
746
Peoples Financial Services Corp
Pennsylvania
$254K
AWM
747
Angeles Wealth Management
California
$253K
CI Investments Inc
748
CI Investments Inc
Ontario, Canada
$253K
William Blair Investment Management
749
William Blair Investment Management
Illinois
$252K
VCM
750
Versant Capital Management
Arizona
$252K