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State Street

987 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 77 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: $ → $

1.63% more ownership

Funds ownership: 89.18%90.81% (+1.6%)

1% more funds holding

Funds holding: 977987 (+10)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
987
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
BAAM
726
Baker Avenue Asset Management
California
$256K
BHWM
727
Bar Harbor Wealth Management
New Hampshire
$256K
RFC
728
Regions Financial Corp
Alabama
$255K
HFAS
729
Hummer Financial Advisory Services
Illinois
$255K
WB
730
Webster Bank
Connecticut
$253K
CWP
731
Capital Wealth Planning
Florida
$253K
CGL
732
Clarius Group LLC
Washington
$251K
IAG
733
Investment Advisory Group
Massachusetts
$251K
LA
734
LM Advisors
California
$248K
C
735
Covestor
United Kingdom
$247K
BIG
736
Brooklyn Investment Group
New York
$247K
GIA
737
GHP Investment Advisors
Colorado
$246K
XT
738
XTX Topco
Cayman Islands
$246K
VCAM
739
Van Cleef Asset Management
Ohio
$245K
MA
740
Mutual Advisors
Nebraska
$244K
TCOV
741
Trust Company of Vermont
Vermont
$243K
KFI
742
Key Financial Inc
Pennsylvania
$242K
CT
743
Colonial Trust
South Carolina
$240K
SF
744
Summit Financial
New Jersey
$238K
SWP
745
Stratos Wealth Partners
Ohio
$237K
JWBC
746
J.W. Burns & Co
New York
$235K
RRA
747
Round Rock Advisors
Connecticut
$234K
TBA
748
Tower Bridge Advisors
Pennsylvania
$234K
IBOK
749
Independence Bank of Kentucky
Kentucky
$234K
William Blair Investment Management
750
William Blair Investment Management
Illinois
$234K