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State Street

1,022 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 358 increasing their positions, 331 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:

3% more funds holding

Funds holding: 9891,022 (+33)

8% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.81%91.16% (+0.35%)

Holders
1,022
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
TBA
751
Tower Bridge Advisors
Pennsylvania
$255K
IBOK
752
Independence Bank of Kentucky
Kentucky
$255K
AG
753
Ascent Group
Virginia
$255K
DAS
754
Diversify Advisory Services
Utah
$254K
SP
755
Stablepoint Partners
Massachusetts
$254K
PFSC
756
Peoples Financial Services Corp
Pennsylvania
$254K
AWM
757
Angeles Wealth Management
California
$253K
CI Investments Inc
758
CI Investments Inc
Ontario, Canada
$253K
William Blair Investment Management
759
William Blair Investment Management
Illinois
$252K
VCM
760
Versant Capital Management
Arizona
$252K
EH
761
Equitable Holdings
New York
$249K
PWMAG
762
Pinnacle Wealth Management Advisory Group
New Jersey
$248K
NB
763
NBT Bank
New York
$247K
JWBC
764
J.W. Burns & Co
New York
$247K
FRA
765
Frank Rimerman Advisors
California
$246K
CVM
766
Cheviot Value Management
California
$246K
BIG
767
Brooklyn Investment Group
New York
$245K
LS
768
Livforsakringsbolaget Skandia
Sweden
$245K
AC
769
AlphaCore Capital
California
$245K
BFG
770
Beacon Financial Group
Texas
$244K
BCM
771
Becker Capital Management
Oregon
$243K
TFS
772
Thoroughbred Financial Services
Tennessee
$242K
MG
773
Mather Group
Illinois
$241K
QC
774
Quent Capital
New York
$241K
BWP
775
Balboa Wealth Partners
Arizona
$236K