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State Street

992 hedge funds and large institutions have $27.6B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 96 funds opening new positions, 357 increasing their positions, 367 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed

252% more call options, than puts

Call options by funds: $429M | Put options by funds: $122M

83% more funds holding in top 10

Funds holding in top 10: 611 (+5)

22% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 79

19% more capital invested

Capital invested by funds: $23.2B → $27.6B (+$4.34B)

0.83% more ownership

Funds ownership: 90.03%90.86% (+0.83%)

1% more funds holding

Funds holding: 986992 (+6)

3% less repeat investments, than reductions

Existing positions increased: 357 | Existing positions reduced: 367

Holders
992
Holders Change
+6
Holders Change %
+0.61%
% of All Funds
13.06%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.14%
New
96
Increased
357
Reduced
367
Closed
79
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M
Name Holding Trade Value Shares
Change
Change in
Stake
KA
776
KLCM Advisors
Wisconsin
$213K +$185K +2,000 New
PA
777
Perennial Advisors
New York
$212K +$185K +1,998 New
OL
778
Optas LLC
Texas
$212K +$185K +1,997 New
BPW
779
Bingham Private Wealth
California
$209K +$182K +1,968 New
ETC
780
Exchange Traded Concepts
Oklahoma
$206K +$12.3K +133 +7%
RBC
781
Romano Brothers & Co
Illinois
$205K +$178K +1,930 New
BIAS
782
Beacon Investment Advisory Services
New Jersey
$204K +$177K +1,919 New
SMA
783
Sage Mountain Advisors
Georgia
$204K -$39K -422 -18%
NWAG
784
Net Worth Advisory Group
Utah
$203K +$177K +1,911 New
KFC
785
Klingenstein Fields & Co
New York
$202K +$176K +1,900 New
TPCW
786
TD Private Client Wealth
New York
$202K -$13.5K -146 -7%
O
787
Ossiam
France
$199K +$2.68K +29 +2%
VCM
788
Versant Capital Management
Arizona
$199K -$95.8K -1,036 -36%
RA
789
Ransom Advisory
Rhode Island
$190K -$30.6K -331 -16%
WT
790
Whittier Trust
California
$185K -$6.47K -70 -4%
HT
791
Headlands Technologies
Illinois
$183K -$321K -3,474 -67%
MPWT
792
MassMutual Private Wealth & Trust
Connecticut
$182K +$51.5K +557 +48%
BLC
793
Brown, Lisle/Cummings
Rhode Island
$182K
CI Investments Inc
794
CI Investments Inc
Ontario, Canada
$180K -$18.1K -196 -10%
MCM
795
Manchester Capital Management
Vermont
$177K
PFSC
796
Peoples Financial Services Corp
Pennsylvania
$177K
TFM
797
TFC Financial Management
Massachusetts
$170K +$2.68K +29 +2%
GWM
798
Geneos Wealth Management
Colorado
$158K -$142K -1,535 -51%
AUB
799
Atlantic Union Bankshares
Virginia
$152K +$132K +1,430 New
GRP
800
Global Retirement Partners
California
$145K +$126K +1,365 New

STT Hedge Fund Activity: Q2 2025 in Review

992 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q2 2025, worth a combined $27.6B — up 19% from $23.2B a quarter earlier.

Buyers outnumbered sellers: 96 funds opened new STT positions and 79 closed out — a net gain of 17 holders — while 357 added to existing stakes and 367 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $385M. The largest seller was Amundi, cutting an estimated $308M.

  • 992 institutional investors held State Street (STT) as of Q2 2025, up from 986 in Q1 2025.
  • Funds reported $27.6B of State Street stock for Q2 2025, up 19% quarter-over-quarter.
  • 96 funds opened new State Street positions in Q2 2025 and 79 closed out, a net change of +17 holders.
  • The largest State Street buyer in Q2 2025 was Victory Capital Management, an estimated $385M added.
  • The largest State Street seller in Q2 2025 was Amundi, an estimated $308M sold.

Based on aggregated 13F filings for Q2 2025.