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State Street

1,027 hedge funds and large institutions have $30.3B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 360 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $247M | Put options by funds: $127M

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

10% more capital invested

Capital invested by funds: $27.6B → $30.3B (+$2.7B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 9921,027 (+35)

9% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.86%91.21% (+0.35%)

Holders
1,027
Holders Change
+35
Holders Change %
+3.53%
% of All Funds
13.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
118
Increased
360
Reduced
331
Closed
69
Calls
$247M
Puts
$127M
Net Calls
+$119M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
751
Key Financial Inc
Pennsylvania
$258K -$223 -2 -0.1%
ICP
752
Interchange Capital Partners
Pennsylvania
$256K +$247K +2,209 New
RRA
753
Round Rock Advisors
Connecticut
$255K
IBOK
754
Independence Bank of Kentucky
Kentucky
$255K
TBA
755
Tower Bridge Advisors
Pennsylvania
$255K
AG
756
Ascent Group
Virginia
$255K +$9.15K +82 +4%
DAS
757
Diversify Advisory Services
Utah
$254K -$34.7K -311 -12%
SP
758
Stablepoint Partners
Massachusetts
$254K -$781 -7 -0.3%
PFSC
759
Peoples Financial Services Corp
Pennsylvania
$254K +$58.4K +523 +31%
AWM
760
Angeles Wealth Management
California
$253K +$5.13K +46 +2%
CI Investments Inc
761
CI Investments Inc
Ontario, Canada
$253K +$54.8K +491 +29%
William Blair Investment Management
762
William Blair Investment Management
Illinois
$252K -$2.79K -25 -1%
VCM
763
Versant Capital Management
Arizona
$252K +$34.2K +306 +16%
EH
764
Equitable Holdings
New York
$249K +$5.69K +51 +2%
PWMAG
765
Pinnacle Wealth Management Advisory Group
New Jersey
$248K +$239K +2,142 New
NB
766
NBT Bank
New York
$247K
JWBC
767
J.W. Burns & Co
New York
$247K -$9.49K -85 -4%
FRA
768
Frank Rimerman Advisors
California
$246K +$7.59K +68 +3%
CVM
769
Cheviot Value Management
California
$246K
BIG
770
Brooklyn Investment Group
New York
$245K -$1K -9 -0.4%
LS
771
Livforsakringsbolaget Skandia
Sweden
$245K
AC
772
AlphaCore Capital
California
$245K +$183K +1,643 +351%
BFG
773
Beacon Financial Group
Texas
$244K -$2.01K -18 -0.8%
BCM
774
Becker Capital Management
Oregon
$243K
TFS
775
Thoroughbred Financial Services
Tennessee
$242K +$1.56K +14 +0.7%

STT Hedge Fund Activity: Q3 2025 in Review

1,027 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2025, worth a combined $30.3B — up 9.8% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new STT positions and 69 closed out — a net gain of 49 holders — while 360 added to existing stakes and 331 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $312M. The largest seller was Catalyst Financial Partners, cutting an estimated $179M.

  • 1,027 institutional investors held State Street (STT) as of Q3 2025, up from 992 in Q2 2025.
  • Funds reported $30.3B of State Street stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 118 funds opened new State Street positions in Q3 2025 and 69 closed out, a net change of +49 holders.
  • The largest State Street buyer in Q3 2025 was Regents of the University of California, an estimated $312M added.
  • The largest State Street seller in Q3 2025 was Catalyst Financial Partners, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2025.