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State Street

986 hedge funds and large institutions have $23.2B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 354 increasing their positions, 347 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $140M | Put options by funds: $120M

2.33% more ownership

Funds ownership: 87.7%90.03% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 347

3% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,002986 (-16)

8% less capital invested

Capital invested by funds: $25.2B → $23.2B (-$2.02B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
986
Holders Change
-16
Holders Change %
-1.6%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
101
Increased
354
Reduced
347
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
751
Hummer Financial Advisory Services
Illinois
$215K
MG
752
Mather Group
Illinois
$213K -$4.3K -45 -2%
CWP
753
Capital Wealth Planning
Florida
$213K
PA
754
Parallel Advisors
California
$211K -$12.9K -135 -5%
IAG
755
Investment Advisory Group
Massachusetts
$211K +$225K +2,356 New
CCA
756
Cobblestone Capital Advisors
New York
$210K
AWA
757
Aaron Wealth Advisors
Illinois
$210K -$7.36K -77 -3%
SMA
758
Sage Mountain Advisors
Georgia
$210K -$36.4K -381 -14%
LA
759
LM Advisors
California
$209K +$478 +5 +0.2%
TBA
760
Tower Bridge Advisors
Pennsylvania
$208K -$4.78K -50 -2%
CPIG
761
Chicago Partners Investment Group
Illinois
$208K +$217K +2,272 New
JWBC
762
J.W. Burns & Co
New York
$207K -$8.6K -90 -4%
FHA
763
First Horizon Advisors
Tennessee
$206K +$4.68K +49 +2%
VCAM
764
Van Cleef Asset Management
Ohio
$206K -$4.78K -50 -2%
Massachusetts Financial Services
765
Massachusetts Financial Services
Massachusetts
$206K +$20.1K +210 +10%
SWP
766
Stratos Wealth Partners
Ohio
$205K -$27.3K -286 -11%
William Blair Investment Management
767
William Blair Investment Management
Illinois
$204K +$218K +2,281 New
KFI
768
Key Financial Inc
Pennsylvania
$204K
UB
769
UMB Bank
Missouri
$203K +$16.8K +176 +8%
CT
770
Colonial Trust
South Carolina
$202K +$2.2K +23 +1%
ACA
771
Aptus Capital Advisors
Alabama
$202K +$3.34K +35 +2%
IAA
772
Independent Advisor Alliance
North Carolina
$201K -$16.5K -173 -7%
SAM
773
Smartleaf Asset Management
Massachusetts
$201K +$12K +126 +6%
IBOK
774
Independence Bank of Kentucky
Kentucky
$197K
NB
775
NBT Bank
New York
$191K

STT Hedge Fund Activity: Q1 2025 in Review

986 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2025, worth a combined $23.2B — down 8% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of STT and 101 opened new positions — a net loss of 3 holders — while 347 trimmed existing stakes and 354 added.

The largest buyer was Eastern Bank, adding an estimated $282M. The largest seller was Amundi, cutting an estimated $117M.

  • 986 institutional investors held State Street (STT) as of Q1 2025, down from 1,002 in Q4 2024.
  • Funds reported $23.2B of State Street stock for Q1 2025, down 8% quarter-over-quarter.
  • 101 funds opened new State Street positions in Q1 2025 and 104 closed out, a net change of -3 holders.
  • The largest State Street buyer in Q1 2025 was Eastern Bank, an estimated $282M added.
  • The largest State Street seller in Q1 2025 was Amundi, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2025.