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State Street
STT

Overview Fund Activity

989 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 290 increasing their positions, 366 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+78
Holders Change %
+8.56%
% of All Funds
13.16%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
155
Increased
290
Reduced
366
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$159M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$85.5M
3
ACL
Azora Capital LP
Florida
+$80.3M
4
UBS Group
UBS Group
Switzerland
+$77.6M
5
Northern Trust
Northern Trust
Illinois
+$55.3M

Top Sellers

1
Dodge & Cox
Dodge & Cox
California
-$199M
2
BlackRock
BlackRock
New York
-$104M
3
A
AustralianSuper
Australia
-$91.2M
4
Neuberger Berman Group
Neuberger Berman Group
New York
-$82.1M
5
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$73.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCM
726
Parsons Capital Management
Rhode Island
$250K – – –
BFM
727
Boston Financial Management
Massachusetts
$250K +$250K +2,546 New
PCIA
728
Prime Capital Investment Advisors
Kansas
$250K -$5.1K -52 -2%
MOS
729
MGO One Seven
Ohio
$247K +$247K +2,520 New
CC
730
Centiva Capital
New York
$247K +$247K +2,519 New
DP
731
Dearborn Partners
Illinois
$245K – – –
PA
732
Parallel Advisors
California
$245K +$37.5K +382 +18%
SFC
733
SYM Financial Corp
Indiana
$244K +$244K +2,489 New
CHAM
734
Clear Harbor Asset Management
Connecticut
$243K +$243K +2,475 New
CGL
735
Clarius Group LLC
Washington
$242K – – –
MG
736
Mather Group
Illinois
$238K +$3.14K +32 +1%
AWA
737
Aaron Wealth Advisors
Illinois
$238K +$238K +2,420 New
IAA
738
Independent Advisor Alliance
North Carolina
$237K +$237K +2,418 New
HFAS
739
Hummer Financial Advisory Services
Illinois
$236K – – –
JWBC
740
J.W. Burns & Co
New York
$236K – – –
TIA
741
Trust Investment Advisors
Indiana
$234K +$234K +2,383 New
CWP
742
Capital Wealth Planning
Florida
$233K -$46.1K -470 -17%
TBA
743
Tower Bridge Advisors
Pennsylvania
$233K +$233K +2,375 New
FCFC
744
First Commonwealth Financial Corp
Pennsylvania
$232K +$4.02K +41 +2%
VCAM
745
Van Cleef Asset Management
Ohio
$231K – – –
CCA
746
Cobblestone Capital Advisors
New York
$230K -$54.5K -555 -19%
LA
747
LM Advisors
California
$229K – – –
XF
748
XML Financial
Maryland
$229K +$229K +2,332 New
WP
749
WMS Partners
Maryland
$228K +$589 +6 +0.3%
AC
750
AXQ Capital
New Jersey
$226K -$161K -1,640 -42%
28 29
30
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