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State Street

1,027 hedge funds and large institutions have $30.3B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 118 funds opening new positions, 360 increasing their positions, 331 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

94% more call options, than puts

Call options by funds: $247M | Put options by funds: $127M

71% more first-time investments, than exits

New positions opened: 118 | Existing positions closed: 69

10% more capital invested

Capital invested by funds: $27.6B → $30.3B (+$2.7B)

9% more funds holding in top 10

Funds holding in top 10: 1112 (+1)

4% more funds holding

Funds holding: 9921,027 (+35)

9% more repeat investments, than reductions

Existing positions increased: 360 | Existing positions reduced: 331

0.35% more ownership

Funds ownership: 90.86%91.21% (+0.35%)

Holders
1,027
Holders Change
+35
Holders Change %
+3.53%
% of All Funds
13.48%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.16%
New
118
Increased
360
Reduced
331
Closed
69
Calls
$247M
Puts
$127M
Net Calls
+$119M
Net Calls Change
-$188M
Name Holding Trade Value Shares
Change
Change in
Stake
MG
776
Mather Group
Illinois
$241K +$2.12K +19 +0.9%
QC
777
Quent Capital
New York
$241K +$7.14K +64 +3%
BWP
778
Balboa Wealth Partners
Arizona
$236K +$227K +2,034 New
Fidelity International
779
Fidelity International
Bermuda
$236K
MA
780
Mutual Advisors
Nebraska
$235K -$12.5K -112 -5%
CCA
781
Cobblestone Capital Advisors
New York
$235K
ECM
782
Eisler Capital Management
United Kingdom
$234K -$108K -968 -32%
KA
783
KLCM Advisors
Wisconsin
$232K
PA
784
Perennial Advisors
New York
$232K
WWM
785
Western Wealth Management
Colorado
$231K -$1.67K -15 -0.7%
SWP
786
Stratos Wealth Partners
Ohio
$230K -$27.1K -243 -11%
JWS
787
Juncture Wealth Strategies
Arizona
$228K -$167K -1,500 -43%
RBC
788
Romano Brothers & Co
Illinois
$224K
BIAS
789
Beacon Investment Advisory Services
New Jersey
$223K
KFC
790
Klingenstein Fields & Co
New York
$220K
HCM
791
Howard Capital Management
Georgia
$220K +$211K +1,894 New
CIAS
792
CFS Investment Advisory Services
New Jersey
$219K +$211K +1,888 New
SWA
793
Stratos Wealth Advisors
Ohio
$217K +$209K +1,869 New
DWM
794
Drive Wealth Management
Utah
$216K +$208K +1,860 New
TPCW
795
TD Private Client Wealth
New York
$216K -$4.35K -39 -2%
RPWA
796
Regent Peak Wealth Advisors
Georgia
$214K +$206K +1,847 New
BA
797
Bridgewater Advisors
New York
$213K +$202K +1,813 New
DWT
798
Dorsey & Whitney Trust
South Dakota
$212K +$204K +1,824 New
VWM
799
Venturi Wealth Management
Texas
$211K +$203K +1,821 New
SMA
800
Seven Mile Advisory
New Jersey
$209K +$201K +1,801 New

STT Hedge Fund Activity: Q3 2025 in Review

1,027 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q3 2025, worth a combined $30.3B — up 9.8% from $27.6B a quarter earlier.

Buyers outnumbered sellers: 118 funds opened new STT positions and 69 closed out — a net gain of 49 holders — while 360 added to existing stakes and 331 trimmed.

The largest buyer was Regents of the University of California, opening a new position worth an estimated $312M. The largest seller was Catalyst Financial Partners, cutting an estimated $179M.

  • 1,027 institutional investors held State Street (STT) as of Q3 2025, up from 992 in Q2 2025.
  • Funds reported $30.3B of State Street stock for Q3 2025, up 9.8% quarter-over-quarter.
  • 118 funds opened new State Street positions in Q3 2025 and 69 closed out, a net change of +49 holders.
  • The largest State Street buyer in Q3 2025 was Regents of the University of California, an estimated $312M added.
  • The largest State Street seller in Q3 2025 was Catalyst Financial Partners, an estimated $179M sold.

Based on aggregated 13F filings for Q3 2025.