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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFC
776
Klingenstein Fields & Co
New York
$202K +$202K +1,900 New
TPCW
777
TD Private Client Wealth
New York
$202K -$15.5K -146 -7%
O
778
Ossiam
France
$199K +$3.08K +29 +2%
VCM
779
Versant Capital Management
Arizona
$199K -$110K -1,036 -36%
RA
780
Ransom Advisory
Rhode Island
$190K -$35.2K -331 -16%
WT
781
Whittier Trust
California
$185K -$7.44K -70 -4%
HT
782
Headlands Technologies
Illinois
$183K -$369K -3,474 -67%
MPWT
783
MassMutual Private Wealth & Trust
Connecticut
$182K +$59.2K +557 +48%
BLC
784
Brown, Lisle/Cummings
Rhode Island
$182K – – –
CI Investments Inc
785
CI Investments Inc
Ontario, Canada
$180K -$20.8K -196 -10%
MCM
786
Manchester Capital Management
Vermont
$177K – – –
PFSC
787
Peoples Financial Services Corp
Pennsylvania
$177K – – –
TFM
788
TFC Financial Management
Massachusetts
$170K +$3.08K +29 +2%
GWM
789
Geneos Wealth Management
Colorado
$158K -$163K -1,535 -51%
AUB
790
Atlantic Union Bankshares
Virginia
$152K +$152K +1,430 New
GRP
791
Global Retirement Partners
California
$145K +$145K +1,365 New
WTC
792
WhitTier Trust Company
Nevada
$144K +$4.25K +40 +3%
PB
793
Pinnacle Bancorp
Nebraska
$140K – – –
KTC
794
Kentucky Trust Company
Kentucky
$135K – – –
GM
795
GeoWealth Management
Illinois
$134K +$20.9K +197 +18%
SAM
796
Smartleaf Asset Management
Massachusetts
$131K -$109K -1,025 -45%
ECM
797
Estabrook Capital Management
New York
$127K -$16K -150 -11%
SWM
798
Spire Wealth Management
Virginia
$126K -$13.9K -131 -10%
IA
799
IFP Advisors
Florida
$121K -$166K -361 -58%
TWC
800
TD Waterhouse Canada
Ontario, Canada
$118K – – –
30 31
32
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