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State Street

1,096 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 159 funds opening new positions, 355 increasing their positions, 383 reducing their positions, and 73 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

Funds holding:

1.59% more ownership

Funds ownership: 91.21%92.8% (+1.6%)

7% less repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 383

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,096
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$720M
Puts
$136M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
776
Angeles Wealth Management
California
$288K
IBOK
777
Independence Bank of Kentucky
Kentucky
$287K
FMI
778
Frec Markets Inc
California
$287K
RRA
779
Round Rock Advisors
Connecticut
$286K
PCM
780
Parsons Capital Management
Rhode Island
$286K
TBA
781
Tower Bridge Advisors
Pennsylvania
$284K
PWMAG
782
Pinnacle Wealth Management Advisory Group
New Jersey
$283K
SP
783
Stablepoint Partners
Massachusetts
$283K
CIAM
784
Caitong International Asset Management
Hong Kong
$280K
VEA
785
Virtus ETF Advisers
New York
$277K
TC
786
Truvestments Capital
Florida
$276K
BFG
787
Beacon Financial Group
Texas
$275K
FRA
788
Frank Rimerman Advisors
California
$275K
LS
789
Livforsakringsbolaget Skandia
Sweden
$274K
EH
790
Equitable Holdings
New York
$273K
EFG
791
Elevated Financial Group
Indiana
$273K
BCM
792
Becker Capital Management
Oregon
$273K
NIM
793
Northeast Investment Management
Massachusetts
$271K
TFS
794
Thoroughbred Financial Services
Tennessee
$271K
MAM
795
Mystic Asset Management
Rhode Island
$271K
JWBC
796
J.W. Burns & Co
New York
$271K
QC
797
Quent Capital
New York
$268K
QLSGSCF
798
Quent Long Short Global Small Cap Fund
New York
$268K
BPW
799
Bingham Private Wealth
California
$268K
CVM
800
Cheviot Value Management
California
$265K