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State Street

1,015 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, 355 increasing their positions, 328 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:

3% more funds holding

Funds holding: 9871,015 (+28)

8% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 328

0.32% more ownership

Funds ownership: 90.81%91.13% (+0.32%)

Holders
1,015
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
KA
776
KLCM Advisors
Wisconsin
$232K
PA
777
Perennial Advisors
New York
$232K
WWM
778
Western Wealth Management
Colorado
$231K
SWP
779
Stratos Wealth Partners
Ohio
$230K
JWS
780
Juncture Wealth Strategies
Arizona
$228K
RBC
781
Romano Brothers & Co
Illinois
$224K
BIAS
782
Beacon Investment Advisory Services
New Jersey
$223K
KFC
783
Klingenstein Fields & Co
New York
$220K
HCM
784
Howard Capital Management
Georgia
$220K
CIAS
785
CFS Investment Advisory Services
New Jersey
$219K
SWA
786
Stratos Wealth Advisors
Ohio
$217K
DWM
787
Drive Wealth Management
Utah
$216K
TPCW
788
TD Private Client Wealth
New York
$216K
RPWA
789
Regent Peak Wealth Advisors
Georgia
$214K
BA
790
Bridgewater Advisors
New York
$213K
DWT
791
Dorsey & Whitney Trust
South Dakota
$212K
VWM
792
Venturi Wealth Management
Texas
$211K
SMA
793
Seven Mile Advisory
New Jersey
$209K
KIA
794
KCM Investment Advisors
California
$209K
CCAL
795
City Center Advisors LLC
Michigan
$209K
RA
796
Ransom Advisory
Rhode Island
$207K
DT
797
Diversified Trust
Tennessee
$206K
PP
798
PDS Planning
Ohio
$206K
OC
799
Oppenheimer & Co
New York
$205K
CNBOF
800
City National Bank of Florida
Florida
$205K