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State Street

1,005 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, 350 increasing their positions, 325 reducing their positions, and 69 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: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
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
EH
751
Equitable Holdings
New York
$249K
PWMAG
752
Pinnacle Wealth Management Advisory Group
New Jersey
$248K
NB
753
NBT Bank
New York
$247K
JWBC
754
J.W. Burns & Co
New York
$247K
FRA
755
Frank Rimerman Advisors
California
$246K
CVM
756
Cheviot Value Management
California
$246K
BIG
757
Brooklyn Investment Group
New York
$245K
LS
758
Livforsakringsbolaget Skandia
Sweden
$245K
AC
759
AlphaCore Capital
California
$245K
BFG
760
Beacon Financial Group
Texas
$244K
BCM
761
Becker Capital Management
Oregon
$243K
TFS
762
Thoroughbred Financial Services
Tennessee
$242K
MG
763
Mather Group
Illinois
$241K
QC
764
Quent Capital
New York
$241K
BWP
765
Balboa Wealth Partners
Arizona
$236K
Fidelity International
766
Fidelity International
Bermuda
$236K
MA
767
Mutual Advisors
Nebraska
$235K
CCA
768
Cobblestone Capital Advisors
New York
$235K
ECM
769
Eisler Capital Management
United Kingdom
$234K
KA
770
KLCM Advisors
Wisconsin
$232K
PA
771
Perennial Advisors
New York
$232K
WWM
772
Western Wealth Management
Colorado
$231K
SWP
773
Stratos Wealth Partners
Ohio
$230K
JWS
774
Juncture Wealth Strategies
Arizona
$228K
RBC
775
Romano Brothers & Co
Illinois
$224K