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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 %
WB
726
Webster Bank
Connecticut
$253K -$47K -442 -16%
CWP
727
Capital Wealth Planning
Florida
$253K – – –
CGL
728
Clarius Group LLC
Washington
$251K -$18.9K -178 -7%
IAG
729
Investment Advisory Group
Massachusetts
$251K – – –
LA
730
LM Advisors
California
$248K -$532 -5 -0.2%
C
731
Covestor
United Kingdom
$247K +$186K +1,754 +307%
BIG
732
Brooklyn Investment Group
New York
$247K +$88.9K +836 +56%
GIA
733
GHP Investment Advisors
Colorado
$246K -$117K -1,102 -32%
XT
734
XTX Topco
Cayman Islands
$246K -$2.58M -24,298 -91%
VCAM
735
Van Cleef Asset Management
Ohio
$245K – – –
MA
736
Mutual Advisors
Nebraska
$244K +$244K +2,164 New
TCOV
737
Trust Company of Vermont
Vermont
$243K +$42.5K +400 +21%
KFI
738
Key Financial Inc
Pennsylvania
$242K – – –
CT
739
Colonial Trust
South Carolina
$240K +$319 +3 +0.1%
SF
740
Summit Financial
New Jersey
$238K +$238K +2,238 New
SWP
741
Stratos Wealth Partners
Ohio
$237K -$6.81K -64 -3%
JWBC
742
J.W. Burns & Co
New York
$235K -$10.6K -100 -4%
RRA
743
Round Rock Advisors
Connecticut
$234K +$234K +2,202 New
TBA
744
Tower Bridge Advisors
Pennsylvania
$234K -$13.3K -125 -5%
IBOK
745
Independence Bank of Kentucky
Kentucky
$234K – – –
William Blair Investment Management
746
William Blair Investment Management
Illinois
$234K -$8.72K -82 -4%
SP
747
Stablepoint Partners
Massachusetts
$234K +$234K +2,199 New
FHA
748
First Horizon Advisors
Tennessee
$233K -$12K -113 -5%
CVM
749
Cheviot Value Management
California
$230K – – –
AWM
750
Angeles Wealth Management
California
$227K +$227K +2,139 New
28 29
30
31 32