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State Street

989 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 290 increasing their positions, 366 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
+78
Holders Change %
+8.56%
% of All Funds
13.16%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
155
Increased
290
Reduced
366
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Shares
Change %
TPCW
776
TD Private Client Wealth
New York
$205K -$4.02K -41 -2%
PCP
777
Proficio Capital Partners
Massachusetts
$203K +$203K +2,071 New
WWM
778
Western Wealth Management
Colorado
$203K +$203K +2,068 New
GL
779
Graypoint LLC
New York
$203K +$203K +2,066 New
SA
780
Sovran Advisors
California
$202K +$202K +2,116 New
First Manhattan
781
First Manhattan
New York
$200K +$200K +2,041 New
TFS
782
Thoroughbred Financial Services
Tennessee
$200K -$233K -2,374 -54%
SC
783
Stance Capital
Massachusetts
$192K +$192K +1,961 New
TCOV
784
Trust Company of Vermont
Vermont
$185K +$122K +1,239 +191%
PPA
785
Painted Porch Advisors
California
$181K
WT
786
Whittier Trust
California
$177K +$6.87K +70 +4%
CI Investments Inc
787
CI Investments Inc
Ontario, Canada
$177K +$38.2K +390 +28%
BC
788
Bayforest Capital
United Kingdom
$167K +$167K +1,706 New
FIA
789
FNY Investment Advisers
New York
$166K +$166K +1,700 New
PFSC
790
Peoples Financial Services Corp
Pennsylvania
$164K -$981 -10 -0.6%
MCM
791
Manchester Capital Management
Vermont
$162K
PS
792
Principal Securities
Iowa
$161K -$31.6K -322 -16%
GM
793
GeoWealth Management
Illinois
$158K +$7.56K +77 +5%
SSB
794
Sandy Spring Bank
Maryland
$155K -$173K -1,760 -53%
TFM
795
TFC Financial Management
Massachusetts
$154K -$53.6K -546 -26%
ETC
796
Exchange Traded Concepts
Oklahoma
$154K -$6.48K -66 -4%
EWA
797
EverSource Wealth Advisors
Alabama
$145K +$7.26K +74 +5%
QCG
798
Quadrant Capital Group
Ohio
$142K +$3.83K +39 +3%
GRP
799
Global Retirement Partners
California
$140K -$8.64K -88 -6%
WA
800
WPG Advisers
Maryland
$137K +$137K +1,394 New