We are live on ! Find out more
STT icon

State Street

1,027 hedge funds and large institutions have $30.3B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 360 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $247M | Put options by funds: $127M

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

10% more capital invested

Capital invested by funds: $27.6B → $30.3B (+$2.7B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 9921,027 (+35)

9% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.86%91.21% (+0.35%)

Holders
1,027
Holders Change
+35
Holders Change %
+3.53%
% of All Funds
13.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
118
Increased
360
Reduced
331
Closed
69
Calls
$247M
Puts
$127M
Net Calls
+$119M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
726
Legacy Capital Wealth Partners
Arkansas
$288K -$7.48K -67 -3%
EPIM
727
Evelyn Partners Investment Management
$285K
DTC
728
Davidson Trust Company
Washington
$284K
SVCP
729
Silicon Valley Capital Partners
California
$282K +$272K +2,433 New
BC
730
Bayforest Capital
United Kingdom
$281K -$53.6K -480 -17%
SA
731
Sovran Advisors
California
$280K -$45.6K -409 -14%
BHWM
732
Bar Harbor Wealth Management
New Hampshire
$279K
MAM
733
Mystic Asset Management
Rhode Island
$278K -$11.2K -100 -4%
HFAS
734
Hummer Financial Advisory Services
Illinois
$278K
WB
735
Webster Bank
Connecticut
$276K
CWP
736
Capital Wealth Planning
Florida
$276K
IWM
737
IHT Wealth Management
Illinois
$275K -$11.9K -107 -4%
TC
738
Truvestments Capital
Florida
$272K +$262K +2,346 New
GIA
739
GHP Investment Advisors
Colorado
$271K +$1.79K +16 +0.7%
IAA
740
Independent Advisor Alliance
North Carolina
$271K +$24.9K +223 +11%
LA
741
LM Advisors
California
$270K
KCP
742
Kera Capital Partners
California
$268K +$258K +2,308 New
VCAM
743
Van Cleef Asset Management
Ohio
$267K
SF
744
Summit Financial
New Jersey
$265K +$5.02K +45 +2%
CT
745
Colonial Trust
South Carolina
$260K -$1.67K -15 -0.7%
RFC
746
Regions Financial Corp
Alabama
$260K -$18.1K -162 -7%
VEA
747
Virtus ETF Advisers
New York
$259K -$41.3K -370 -14%
C
748
Certuity
Florida
$258K +$249K +2,227 New
CIA
749
Capital Investment Advisors
Georgia
$258K +$248K +2,225 New
OL
750
Optas LLC
Texas
$258K +$25.4K +228 +11%

STT Hedge Fund Activity: Q3 2025 in Review

1,027 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2025, worth a combined $30.3B — up 9.8% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new STT positions and 69 closed out — a net gain of 49 holders — while 360 added to existing stakes and 331 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $312M. The largest seller was Catalyst Financial Partners, cutting an estimated $179M.

  • 1,027 institutional investors held State Street (STT) as of Q3 2025, up from 992 in Q2 2025.
  • Funds reported $30.3B of State Street stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 118 funds opened new State Street positions in Q3 2025 and 69 closed out, a net change of +49 holders.
  • The largest State Street buyer in Q3 2025 was Regents of the University of California, an estimated $312M added.
  • The largest State Street seller in Q3 2025 was Catalyst Financial Partners, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2025.