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State Street

987 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 353 increasing their positions, 366 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.63% more ownership

Funds ownership: 89.18%90.81% (+1.6%)

1% more funds holding

Funds holding: 977987 (+10)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
987
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$429M
Puts
$122M
Net Calls
Net Calls Change

Top Buyers

1 +$448M
2 +$330M
3 +$281M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1 -$358M
2 -$314M
3 -$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
RBC
776
Romano Brothers & Co
Illinois
$205K
BIAS
777
Beacon Investment Advisory Services
New Jersey
$204K
SMA
778
Sage Mountain Advisors
Georgia
$204K
NWAG
779
Net Worth Advisory Group
Utah
$203K
KFC
780
Klingenstein Fields & Co
New York
$202K
TPCW
781
TD Private Client Wealth
New York
$202K
O
782
Ossiam
France
$199K
VCM
783
Versant Capital Management
Arizona
$199K
RA
784
Ransom Advisory
Rhode Island
$190K
WT
785
Whittier Trust
California
$185K
HT
786
Headlands Technologies
Illinois
$183K
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$182K
BLC
788
Brown, Lisle/Cummings
Rhode Island
$182K
CI Investments Inc
789
CI Investments Inc
Ontario, Canada
$180K
MCM
790
Manchester Capital Management
Vermont
$177K
PFSC
791
Peoples Financial Services Corp
Pennsylvania
$177K
TFM
792
TFC Financial Management
Massachusetts
$170K
GWM
793
Geneos Wealth Management
Colorado
$158K
AUB
794
Atlantic Union Bankshares
Virginia
$152K
GRP
795
Global Retirement Partners
California
$145K
WTC
796
WhitTier Trust Company
Nevada
$144K
PB
797
Pinnacle Bancorp
Nebraska
$140K
KTC
798
Kentucky Trust Company
Kentucky
$135K
GM
799
GeoWealth Management
Illinois
$134K
SAM
800
Smartleaf Asset Management
Massachusetts
$131K