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State Street

1,074 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 350 increasing their positions, 382 reducing their positions, and 72 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

Funds holding:

1.23% more ownership

Funds ownership: 91.17%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,074
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FMII
726
Farmers & Merchants Investments Inc
Nebraska
$351K
BPWM
727
BCS Private Wealth Management
New Jersey
$351K
PE
728
PCM Encore
Colorado
$349K
OL
729
Optas LLC
Texas
$343K
AAP
730
Arax Advisory Partners
Colorado
$342K
SFC
731
SYM Financial Corp
Indiana
$339K
ANTB
732
AMG National Trust Bank
Colorado
$335K
SAM
733
Smartleaf Asset Management
Massachusetts
$334K
LSA
734
Leonteq Securities AG
Switzerland
$334K
C
735
Certuity
Florida
$333K
SA
736
Sovran Advisors
California
$331K
HCM
737
Howland Capital Management
Massachusetts
$324K
AIP
738
Ameritas Investment Partners
Nebraska
$323K
DP
739
Dearborn Partners
Illinois
$323K
MO
740
McMillan Office
Michigan
$323K
ICP
741
Interchange Capital Partners
Pennsylvania
$320K
SVCP
742
Silicon Valley Capital Partners
California
$316K
EPIM
743
Evelyn Partners Investment Management
$315K
LCWP
744
Legacy Capital Wealth Partners
Arkansas
$315K
VCM
745
Versant Capital Management
Arizona
$315K
BWP
746
Balboa Wealth Partners
Arizona
$315K
IWM
747
IHT Wealth Management
Illinois
$313K
GIA
748
Gateway Investment Advisers
Ohio
$313K
DTC
749
Davidson Trust Company
Washington
$313K
Tudor Investment Corp
750
Tudor Investment Corp
Connecticut
$311K