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State Street

1,074 hedge funds and large institutions have $33.3B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 146 funds opening new positions, 350 increasing their positions, 382 reducing their positions, and 72 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:

1.23% more ownership

Funds ownership: 91.17%92.4% (+1.2%)

8% less repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,074
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
SP
776
Stablepoint Partners
Massachusetts
$283K
VEA
777
Virtus ETF Advisers
New York
$277K
TC
778
Truvestments Capital
Florida
$276K
FRA
779
Frank Rimerman Advisors
California
$275K
LS
780
Livforsakringsbolaget Skandia
Sweden
$274K
WIA
781
World Investment Advisors
California
$274K
EH
782
Equitable Holdings
New York
$273K
EFG
783
Elevated Financial Group
Indiana
$273K
BCM
784
Becker Capital Management
Oregon
$273K
NIM
785
Northeast Investment Management
Massachusetts
$271K
TFS
786
Thoroughbred Financial Services
Tennessee
$271K
MAM
787
Mystic Asset Management
Rhode Island
$271K
JWBC
788
J.W. Burns & Co
New York
$271K
QC
789
Quent Capital
New York
$268K
QLSGSCF
790
Quent Long Short Global Small Cap Fund
New York
$268K
BPW
791
Bingham Private Wealth
California
$268K
CVM
792
Cheviot Value Management
California
$265K
NB
793
NBT Bank
New York
$264K
NP
794
NorthRock Partners
Minnesota
$262K
MA
795
Mutual Advisors
Nebraska
$260K
KA
796
KLCM Advisors
Wisconsin
$258K
SWP
797
Stratos Wealth Partners
Ohio
$257K
CIAS
798
CFS Investment Advisory Services
New Jersey
$251K
WWM
799
Western Wealth Management
Colorado
$250K
RBC
800
Romano Brothers & Co
Illinois
$249K