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State Street
STT

Overview Fund Activity

969 hedge funds and large institutions have $23B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 351 increasing their positions, 338 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-20
Holders Change %
-2.02%
% of All Funds
13.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
104
Increased
351
Reduced
338
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M

Top Buyers

1
EB
Eastern Bank
Massachusetts
+$264M
2
First Trust Advisors
First Trust Advisors
Illinois
+$70.6M
3
Invesco
Invesco
Georgia
+$60.4M
4
Citadel Advisors
Citadel Advisors
Florida
+$56.9M
5
Millennium Management
Millennium Management
New York
+$55.7M

Top Sellers

1
YAM
Yacktman Asset Management
Texas
-$107M
2
Capital International Investors
Capital International Investors
California
-$104M
3
Amundi
Amundi
France
-$102M
4
ACL
Azora Capital LP
Florida
-$80.3M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
-$58.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
DTC
726
Davidson Trust Company
Washington
$229K -$4.48K -50 -2%
CAM
727
Cidel Asset Management
Ontario, Canada
$228K – – –
PCM
728
Parsons Capital Management
Rhode Island
$228K – – –
CGL
729
Clarius Group LLC
Washington
$228K +$6.72K +75 +3%
DP
730
Dearborn Partners
Illinois
$224K – – –
IQI
731
Integrated Quantitative Investments
Washington
$224K +$224K +2,500 New
SFC
732
SYM Financial Corp
Indiana
$223K -$90 -1 -0%
IWM
733
IHT Wealth Management
Illinois
$221K -$43.2K -482 -16%
EPIM
734
Evelyn Partners Investment Management
$220K +$220K +3,939 New
AF
735
Allworth Financial
California
$220K +$22.7K +259 +11%
FRA
736
Frank Rimerman Advisors
California
$218K -$21.2K -237 -9%
KWM
737
Kingsview Wealth Management
Oregon
$216K -$22.8K -255 -10%
BHWM
738
Bar Harbor Wealth Management
New Hampshire
$215K +$28.1K +314 +15%
HFAS
739
Hummer Financial Advisory Services
Illinois
$215K – – –
MG
740
Mather Group
Illinois
$213K -$4.03K -45 -2%
CWP
741
Capital Wealth Planning
Florida
$213K – – –
PA
742
Parallel Advisors
California
$211K -$12.1K -135 -5%
IAG
743
Investment Advisory Group
Massachusetts
$211K +$211K +2,356 New
CCA
744
Cobblestone Capital Advisors
New York
$210K – – –
AWA
745
Aaron Wealth Advisors
Illinois
$210K -$6.89K -77 -3%
SMA
746
Sage Mountain Advisors
Georgia
$210K -$34.1K -381 -14%
LA
747
LM Advisors
California
$209K +$448 +5 +0.2%
TBA
748
Tower Bridge Advisors
Pennsylvania
$208K -$4.48K -50 -2%
CPIG
749
Chicago Partners Investment Group
Illinois
$208K +$208K +2,272 New
JWBC
750
J.W. Burns & Co
New York
$207K -$8.06K -90 -4%
28 29
30
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