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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
751
NBT Bank
New York
$227K – – –
BFG
752
Beacon Financial Group
Texas
$226K +$226K +2,124 New
AG
753
Ascent Group
Virginia
$225K +$225K +2,115 New
LS
754
Livforsakringsbolaget Skandia
Sweden
$225K – – –
IAA
755
Independent Advisor Alliance
North Carolina
$224K -$14.4K -135 -6%
EH
756
Equitable Holdings
New York
$223K +$223K +2,099 New
BCM
757
Becker Capital Management
Oregon
$223K +$223K +2,095 New
TFS
758
Thoroughbred Financial Services
Tennessee
$220K -$90K -849 -29%
MG
759
Mather Group
Illinois
$219K -$33.8K -318 -13%
FRA
760
Frank Rimerman Advisors
California
$219K -$40.8K -384 -16%
UB
761
UMB Bank
Missouri
$218K -$23.5K -221 -10%
Fidelity International
762
Fidelity International
Bermuda
$216K +$216K +2,031 New
CCA
763
Cobblestone Capital Advisors
New York
$215K -$34K -320 -14%
GL
764
Graypoint LLC
New York
$215K +$215K +2,019 New
QC
765
Quent Capital
New York
$214K -$8.83K -83 -4%
WWM
766
Western Wealth Management
Colorado
$213K +$213K +2,008 New
KA
767
KLCM Advisors
Wisconsin
$213K +$213K +2,000 New
PA
768
Perennial Advisors
New York
$212K +$212K +1,998 New
OL
769
Optas LLC
Texas
$212K +$212K +1,997 New
BPW
770
Bingham Private Wealth
California
$209K +$209K +1,968 New
ETC
771
Exchange Traded Concepts
Oklahoma
$206K +$14.1K +133 +7%
RBC
772
Romano Brothers & Co
Illinois
$205K +$205K +1,930 New
BIAS
773
Beacon Investment Advisory Services
New Jersey
$204K +$204K +1,919 New
SMA
774
Sage Mountain Advisors
Georgia
$204K -$44.9K -422 -18%
NWAG
775
Net Worth Advisory Group
Utah
$203K +$203K +1,911 New
29 30
31
32 33