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State Street
STT

Overview Fund Activity

979 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 99 funds opening new positions, 351 increasing their positions, 364 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
979
Holders Change
+10
Holders Change %
+1.03%
% of All Funds
13.13%
Holding in Top 10
11
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+83.33%
% of All Funds
0.15%
New
99
Increased
351
Reduced
364
Closed
74
Calls
$429M
Puts
$122M
Net Calls
+$307M
Net Calls Change
+$288M

Top Buyers

1
Victory Capital Management
1
Victory Capital Management
Texas
$504M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$1.02B
3
CFP
3
Catalyst Financial Partners
Massachusetts
$281M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$860M
5
T. Rowe Price Associates
5
T. Rowe Price Associates
Maryland
$372M

Top Sellers

1
Amundi
1
Amundi
France
$112M
2
EB
2
Eastern Bank
Massachusetts
$4.39M
3
Capital International Investors
3
Capital International Investors
California
$312M
4
BlackRock
4
BlackRock
New York
$2.62B
5
Citadel Advisors
5
Citadel Advisors
Florida
$6.61M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWA
801
EverSource Wealth Advisors
Alabama
$114K +$30.1K +283 +36%
KLWA
802
Kelly Lawrence W & Associates
California
$112K – – –
HFM
803
Harvest Fund Management
China
$111K -$168K -1,582 -60%
HI
804
Harbour Investments
Wisconsin
$108K +$11.3K +106 +12%
LI
805
LRI Investments
Florida
$107K – – –
JFA
806
JNBA Financial Advisors
Minnesota
$107K – – –
AWM
807
Activest Wealth Management
Florida
$107K +$104K +976 +3,615%
CM
808
Caption Management
Oklahoma
$106K +$106K +1,000 New
OIAM
809
OFI Invest Asset Management
France
$104K +$38.3K +423 +58%
SIM
810
Sentry Investment Management
Wisconsin
$103K – – –
WA
811
WPG Advisers
Maryland
$103K +$11.3K +106 +12%
OWP
812
ORG Wealth Partners
Texas
$102K -$9.09K -85 -8%
BTI
813
Blue Trust Inc
Georgia
$101K -$250K -2,349 -71%
CH
814
Cromwell Holdings
Wyoming
$97.2K +$3.4K +32 +4%
MSE
815
MUFG Securities EMEA
United Kingdom
$90.4K -$9.33M -87,750 -99%
LFG
816
Larson Financial Group
Missouri
$87.5K +$44.2K +415 +102%
IRC
817
Investors Research Corp
Georgia
$85.1K – – –
CFFP
818
Center for Financial Planning
Michigan
$85.1K – – –
RTC
819
Riverview Trust Company
Washington
$84.3K -$43K -404 -34%
OL
820
OneFund LLC
Florida
$84K +$84K +793 New
MCM
821
MV Capital Management
Maryland
$82K +$28.2K +265 +52%
MEG
822
Millstone Evans Group
Colorado
$81.4K -$31.5K -296 -28%
HFS
823
Hantz Financial Services
Michigan
$78K +$73.5K +693 +1,650%
SVWA
824
Sarver Vrooman Wealth Advisors
Missouri
$77.1K +$77.1K +725 New
BSB
825
Bangor Savings Bank
Maine
$76.1K – – –
31 32
33
34 35