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State Street

1,008 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, 352 increasing their positions, 326 reducing their positions, and 70 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: 9841,008 (+24)

8% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 326

0.4% more ownership

Funds ownership: 90.71%91.11% (+0.4%)

Holders
1,008
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
CWP
726
Capital Wealth Planning
Florida
$276K
IWM
727
IHT Wealth Management
Illinois
$275K
TC
728
Truvestments Capital
Florida
$272K
GIA
729
GHP Investment Advisors
Colorado
$271K
IAA
730
Independent Advisor Alliance
North Carolina
$271K
LA
731
LM Advisors
California
$270K
KCP
732
Kera Capital Partners
California
$268K
VCAM
733
Van Cleef Asset Management
Ohio
$267K
SF
734
Summit Financial
New Jersey
$265K
CT
735
Colonial Trust
South Carolina
$260K
RFC
736
Regions Financial Corp
Alabama
$260K
C
737
Certuity
Florida
$258K
CIA
738
Capital Investment Advisors
Georgia
$258K
OL
739
Optas LLC
Texas
$258K
KFI
740
Key Financial Inc
Pennsylvania
$258K
ICP
741
Interchange Capital Partners
Pennsylvania
$256K
RRA
742
Round Rock Advisors
Connecticut
$255K
TBA
743
Tower Bridge Advisors
Pennsylvania
$255K
IBOK
744
Independence Bank of Kentucky
Kentucky
$255K
AG
745
Ascent Group
Virginia
$255K
DAS
746
Diversify Advisory Services
Utah
$254K
SP
747
Stablepoint Partners
Massachusetts
$254K
PFSC
748
Peoples Financial Services Corp
Pennsylvania
$254K
AWM
749
Angeles Wealth Management
California
$253K
CI Investments Inc
750
CI Investments Inc
Ontario, Canada
$253K