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State Street

1,022 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 116 funds opening new positions, 358 increasing their positions, 331 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:

3% more funds holding

Funds holding: 9891,022 (+33)

8% more repeat investments, than reductions

Existing positions increased: 358 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.81%91.16% (+0.35%)

Holders
1,022
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
Fidelity International
776
Fidelity International
Bermuda
$236K
MA
777
Mutual Advisors
Nebraska
$235K
CCA
778
Cobblestone Capital Advisors
New York
$235K
ECM
779
Eisler Capital Management
United Kingdom
$234K
KA
780
KLCM Advisors
Wisconsin
$232K
PA
781
Perennial Advisors
New York
$232K
WWM
782
Western Wealth Management
Colorado
$231K
SWP
783
Stratos Wealth Partners
Ohio
$230K
JWS
784
Juncture Wealth Strategies
Arizona
$228K
RBC
785
Romano Brothers & Co
Illinois
$224K
BIAS
786
Beacon Investment Advisory Services
New Jersey
$223K
KFC
787
Klingenstein Fields & Co
New York
$220K
HCM
788
Howard Capital Management
Georgia
$220K
CIAS
789
CFS Investment Advisory Services
New Jersey
$219K
SWA
790
Stratos Wealth Advisors
Ohio
$217K
DWM
791
Drive Wealth Management
Utah
$216K
TPCW
792
TD Private Client Wealth
New York
$216K
RPWA
793
Regent Peak Wealth Advisors
Georgia
$214K
BA
794
Bridgewater Advisors
New York
$213K
DWT
795
Dorsey & Whitney Trust
South Dakota
$212K
VWM
796
Venturi Wealth Management
Texas
$211K
SMA
797
Seven Mile Advisory
New Jersey
$209K
KIA
798
KCM Investment Advisors
California
$209K
CCAL
799
City Center Advisors LLC
Michigan
$209K
RA
800
Ransom Advisory
Rhode Island
$207K