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State Street

1,015 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 355 increasing their positions, 328 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:

3% more funds holding

Funds holding: 9871,015 (+28)

8% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 328

0.32% more ownership

Funds ownership: 90.81%91.13% (+0.32%)

Holders
1,015
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
BHWM
726
Bar Harbor Wealth Management
New Hampshire
$279K
MAM
727
Mystic Asset Management
Rhode Island
$278K
HFAS
728
Hummer Financial Advisory Services
Illinois
$278K
WB
729
Webster Bank
Connecticut
$276K
CWP
730
Capital Wealth Planning
Florida
$276K
IWM
731
IHT Wealth Management
Illinois
$275K
TC
732
Truvestments Capital
Florida
$272K
GIA
733
GHP Investment Advisors
Colorado
$271K
IAA
734
Independent Advisor Alliance
North Carolina
$271K
LA
735
LM Advisors
California
$270K
KCP
736
Kera Capital Partners
California
$268K
VCAM
737
Van Cleef Asset Management
Ohio
$267K
SF
738
Summit Financial
New Jersey
$265K
CT
739
Colonial Trust
South Carolina
$260K
RFC
740
Regions Financial Corp
Alabama
$260K
C
741
Certuity
Florida
$258K
CIA
742
Capital Investment Advisors
Georgia
$258K
OL
743
Optas LLC
Texas
$258K
KFI
744
Key Financial Inc
Pennsylvania
$258K
ICP
745
Interchange Capital Partners
Pennsylvania
$256K
RRA
746
Round Rock Advisors
Connecticut
$255K
TBA
747
Tower Bridge Advisors
Pennsylvania
$255K
IBOK
748
Independence Bank of Kentucky
Kentucky
$255K
AG
749
Ascent Group
Virginia
$255K
DAS
750
Diversify Advisory Services
Utah
$254K