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State Street

1,008 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 352 increasing their positions, 326 reducing their positions, and 70 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:

2% more funds holding

Funds holding: 9841,008 (+24)

8% more repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 326

0.4% more ownership

Funds ownership: 90.71%91.11% (+0.4%)

Holders
1,008
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
JWS
776
Juncture Wealth Strategies
Arizona
$228K
RBC
777
Romano Brothers & Co
Illinois
$224K
BIAS
778
Beacon Investment Advisory Services
New Jersey
$223K
KFC
779
Klingenstein Fields & Co
New York
$220K
HCM
780
Howard Capital Management
Georgia
$220K
CIAS
781
CFS Investment Advisory Services
New Jersey
$219K
SWA
782
Stratos Wealth Advisors
Ohio
$217K
DWM
783
Drive Wealth Management
Utah
$216K
TPCW
784
TD Private Client Wealth
New York
$216K
RPWA
785
Regent Peak Wealth Advisors
Georgia
$214K
BA
786
Bridgewater Advisors
New York
$213K
DWT
787
Dorsey & Whitney Trust
South Dakota
$212K
VWM
788
Venturi Wealth Management
Texas
$211K
SMA
789
Seven Mile Advisory
New Jersey
$209K
KIA
790
KCM Investment Advisors
California
$209K
CCAL
791
City Center Advisors LLC
Michigan
$209K
RA
792
Ransom Advisory
Rhode Island
$207K
DT
793
Diversified Trust
Tennessee
$206K
PP
794
PDS Planning
Ohio
$206K
OC
795
Oppenheimer & Co
New York
$205K
CNBOF
796
City National Bank of Florida
Florida
$205K
FWIA
797
Fort Washington Investment Advisors
Ohio
$205K
WT
798
Whittier Trust
California
$202K
GLF
799
Groupe la Francaise
France
$200K
BLC
800
Brown, Lisle/Cummings
Rhode Island
$198K