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State Street

1,005 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 325 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:

2% more funds holding

Funds holding: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
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
BIAS
776
Beacon Investment Advisory Services
New Jersey
$223K
KFC
777
Klingenstein Fields & Co
New York
$220K
HCM
778
Howard Capital Management
Georgia
$220K
CIAS
779
CFS Investment Advisory Services
New Jersey
$219K
SWA
780
Stratos Wealth Advisors
Ohio
$217K
DWM
781
Drive Wealth Management
Utah
$216K
TPCW
782
TD Private Client Wealth
New York
$216K
RPWA
783
Regent Peak Wealth Advisors
Georgia
$214K
BA
784
Bridgewater Advisors
New York
$213K
DWT
785
Dorsey & Whitney Trust
South Dakota
$212K
VWM
786
Venturi Wealth Management
Texas
$211K
SMA
787
Seven Mile Advisory
New Jersey
$209K
KIA
788
KCM Investment Advisors
California
$209K
CCAL
789
City Center Advisors LLC
Michigan
$209K
RA
790
Ransom Advisory
Rhode Island
$207K
DT
791
Diversified Trust
Tennessee
$206K
PP
792
PDS Planning
Ohio
$206K
OC
793
Oppenheimer & Co
New York
$205K
CNBOF
794
City National Bank of Florida
Florida
$205K
FWIA
795
Fort Washington Investment Advisors
Ohio
$205K
WT
796
Whittier Trust
California
$202K
GLF
797
Groupe la Francaise
France
$200K
BLC
798
Brown, Lisle/Cummings
Rhode Island
$198K
MCM
799
Manchester Capital Management
Vermont
$192K
SSG
800
Summit Securities Group
New York
$189K