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State Street

1,074 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 350 increasing their positions, 382 reducing their positions, and 72 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

Funds holding:

1.23% more ownership

Funds ownership: 91.17%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,074
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BHWM
751
Bar Harbor Wealth Management
New Hampshire
$310K
HFAS
752
Hummer Financial Advisory Services
Illinois
$310K
DT
753
Diversified Trust
Tennessee
$308K
WB
754
Webster Bank
Connecticut
$307K
HW
755
Hancock Whitney
Mississippi
$307K
XF
756
XML Financial
Maryland
$306K
CWP
757
Capital Wealth Planning
Florida
$306K
GIA
758
GHP Investment Advisors
Colorado
$303K
AG
759
Ascent Group
Virginia
$299K
VCAM
760
Van Cleef Asset Management
Ohio
$297K
Empower Advisory Group
761
Empower Advisory Group
Colorado
$295K
IAA
762
Independent Advisor Alliance
North Carolina
$294K
KFI
763
Key Financial Inc
Pennsylvania
$293K
ETC
764
Exchange Traded Concepts
Oklahoma
$293K
OC
765
Oppenheimer & Co
New York
$292K
RFC
766
Regions Financial Corp
Alabama
$291K
CIA
767
Capital Investment Advisors
Georgia
$290K
MG
768
Mather Group
Illinois
$290K
AWM
769
Angeles Wealth Management
California
$288K
IBOK
770
Independence Bank of Kentucky
Kentucky
$287K
FMI
771
Frec Markets Inc
California
$287K
RRA
772
Round Rock Advisors
Connecticut
$286K
PCM
773
Parsons Capital Management
Rhode Island
$286K
TBA
774
Tower Bridge Advisors
Pennsylvania
$284K
PWMAG
775
Pinnacle Wealth Management Advisory Group
New Jersey
$283K