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State Street

1,005 hedge funds and large institutions have $30.2B invested in State Street in 2025 Q3 according to their latest regulatory filings, with 117 funds opening new positions, 350 increasing their positions, 325 reducing their positions, and 69 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:

2% more funds holding

Funds holding: 9831,005 (+22)

8% more repeat investments, than reductions

Existing positions increased: 350 | Existing positions reduced: 325

0.4% more ownership

Funds ownership: 90.63%91.03% (+0.4%)

Holders
1,005
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
UB
801
UMB Bank
Missouri
$186K
OWP
802
ORG Wealth Partners
Texas
$176K
MPWT
803
MassMutual Private Wealth & Trust
Connecticut
$173K
GRP
804
Global Retirement Partners
California
$171K
WTC
805
WhitTier Trust Company
Nevada
$153K
PB
806
Pinnacle Bancorp
Nebraska
$152K
KTC
807
Kentucky Trust Company
Kentucky
$147K
TFM
808
TFC Financial Management
Massachusetts
$144K
EWA
809
EverSource Wealth Advisors
Alabama
$143K
ECM
810
Estabrook Capital Management
New York
$138K
RMC
811
Resources Management Corp
Connecticut
$138K
SWM
812
Spire Wealth Management
Virginia
$137K
C
813
Covestor
United Kingdom
$133K
TWC
814
TD Waterhouse Canada
Ontario, Canada
$125K
OIAM
815
OFI Invest Asset Management
France
$122K
KLWA
816
Kelly Lawrence W & Associates
California
$122K
LI
817
LRI Investments
Florida
$119K
O
818
Ossiam
France
$119K
HI
819
Harbour Investments
Wisconsin
$117K
JFA
820
JNBA Financial Advisors
Minnesota
$117K
LFG
821
Larson Financial Group
Missouri
$115K
BTI
822
Blue Trust Inc
Georgia
$111K
CH
823
Cromwell Holdings
Wyoming
$106K
WA
824
WPG Advisers
Maryland
$106K
JFGIW
825
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$96.9K