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State Street

1,082 hedge funds and large institutions have $33.4B invested in State Street in 2025 Q4 according to their latest regulatory filings, with 152 funds opening new positions, 352 increasing their positions, 382 reducing their positions, and 74 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:

1.58% more ownership

Funds ownership: 91.16%92.74% (+1.6%)

8% less repeat investments, than reductions

Existing positions increased: 352 | Existing positions reduced: 382

17% less funds holding in top 10

Funds holding in top 10: 1210 (-2)

Holders
1,082
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
TBA
776
Tower Bridge Advisors
Pennsylvania
$284K
PWMAG
777
Pinnacle Wealth Management Advisory Group
New Jersey
$283K
SP
778
Stablepoint Partners
Massachusetts
$283K
CIAM
779
Caitong International Asset Management
Hong Kong
$280K
VEA
780
Virtus ETF Advisers
New York
$277K
TC
781
Truvestments Capital
Florida
$276K
BFG
782
Beacon Financial Group
Texas
$275K
FRA
783
Frank Rimerman Advisors
California
$275K
LS
784
Livforsakringsbolaget Skandia
Sweden
$274K
EH
785
Equitable Holdings
New York
$273K
EFG
786
Elevated Financial Group
Indiana
$273K
BCM
787
Becker Capital Management
Oregon
$273K
NIM
788
Northeast Investment Management
Massachusetts
$271K
TFS
789
Thoroughbred Financial Services
Tennessee
$271K
MAM
790
Mystic Asset Management
Rhode Island
$271K
JWBC
791
J.W. Burns & Co
New York
$271K
QC
792
Quent Capital
New York
$268K
QLSGSCF
793
Quent Long Short Global Small Cap Fund
New York
$268K
BPW
794
Bingham Private Wealth
California
$268K
CVM
795
Cheviot Value Management
California
$265K
NB
796
NBT Bank
New York
$264K
NP
797
NorthRock Partners
Minnesota
$262K
MA
798
Mutual Advisors
Nebraska
$260K
KA
799
KLCM Advisors
Wisconsin
$258K
SWP
800
Stratos Wealth Partners
Ohio
$257K