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State Street

1,078 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 150 funds opening new positions, 351 increasing their positions, 381 reducing their positions, and 73 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:

1.24% more ownership

Funds ownership: 91.16%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 351 | Existing positions reduced: 381

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,078
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
PWMAG
776
Pinnacle Wealth Management Advisory Group
New Jersey
$283K
SP
777
Stablepoint Partners
Massachusetts
$283K
CIAM
778
Caitong International Asset Management
Hong Kong
$280K
VEA
779
Virtus ETF Advisers
New York
$277K
TC
780
Truvestments Capital
Florida
$276K
FRA
781
Frank Rimerman Advisors
California
$275K
LS
782
Livforsakringsbolaget Skandia
Sweden
$274K
WIA
783
World Investment Advisors
California
$274K
EH
784
Equitable Holdings
New York
$273K
EFG
785
Elevated Financial Group
Indiana
$273K
BCM
786
Becker Capital Management
Oregon
$273K
NIM
787
Northeast Investment Management
Massachusetts
$271K
TFS
788
Thoroughbred Financial Services
Tennessee
$271K
MAM
789
Mystic Asset Management
Rhode Island
$271K
JWBC
790
J.W. Burns & Co
New York
$271K
QC
791
Quent Capital
New York
$268K
QLSGSCF
792
Quent Long Short Global Small Cap Fund
New York
$268K
BPW
793
Bingham Private Wealth
California
$268K
CVM
794
Cheviot Value Management
California
$265K
NB
795
NBT Bank
New York
$264K
NP
796
NorthRock Partners
Minnesota
$262K
MA
797
Mutual Advisors
Nebraska
$260K
KA
798
KLCM Advisors
Wisconsin
$258K
SWP
799
Stratos Wealth Partners
Ohio
$257K
CIAS
800
CFS Investment Advisory Services
New Jersey
$251K