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State Street

1,082 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 382 reducing their positions, and 74 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:

1.58% more ownership

Funds ownership: 91.16%92.74% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,082
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
DTC
751
Davidson Trust Company
Washington
$313K
Tudor Investment Corp
752
Tudor Investment Corp
Connecticut
$311K
BHWM
753
Bar Harbor Wealth Management
New Hampshire
$310K
HFAS
754
Hummer Financial Advisory Services
Illinois
$310K
DT
755
Diversified Trust
Tennessee
$308K
WB
756
Webster Bank
Connecticut
$307K
HW
757
Hancock Whitney
Mississippi
$307K
XF
758
XML Financial
Maryland
$306K
CWP
759
Capital Wealth Planning
Florida
$306K
GIA
760
GHP Investment Advisors
Colorado
$303K
AG
761
Ascent Group
Virginia
$299K
VCAM
762
Van Cleef Asset Management
Ohio
$297K
Empower Advisory Group
763
Empower Advisory Group
Colorado
$295K
IAA
764
Independent Advisor Alliance
North Carolina
$294K
KFI
765
Key Financial Inc
Pennsylvania
$293K
ETC
766
Exchange Traded Concepts
Oklahoma
$293K
OC
767
Oppenheimer & Co
New York
$292K
RFC
768
Regions Financial Corp
Alabama
$291K
CIA
769
Capital Investment Advisors
Georgia
$290K
MG
770
Mather Group
Illinois
$290K
AWM
771
Angeles Wealth Management
California
$288K
IBOK
772
Independence Bank of Kentucky
Kentucky
$287K
FMI
773
Frec Markets Inc
California
$287K
RRA
774
Round Rock Advisors
Connecticut
$286K
PCM
775
Parsons Capital Management
Rhode Island
$286K