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State Street

895 hedge funds and large institutions have $20.8B invested in State Street in 2023 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 238 increasing their positions, 379 reducing their positions, and 54 closing their positions.

Holders
895
Holders Change
+61
Holders Change %
+7.31%
% of All Funds
13.12%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.09%
New
127
Increased
238
Reduced
379
Closed
54
Calls
$117M
Puts
$164M
Net Calls
-$47M
Net Calls Change
+$5.06M
Name Market Value Shares Shares
Change
Shares
Change %
UCB
801
United Community Bank
South Carolina
$17.4K 225
FFA
802
Frazier Financial Advisors
Ohio
$17.3K 223 +223 New
HFS
803
Hantz Financial Services
Michigan
$17K 216 +186 +620%
MCA
804
Maryland Capital Advisors
Maryland
$15.5K 200
CYG
805
Clean Yield Group
Vermont
$15.5K 200
NCM
806
Northwest Capital Management
Oregon
$15.1K 195
KI
807
Kapitalo Investimentos
Brazil
$14.3K 184 +184 New
FMTCOCP
808
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$14K 180
NRG
809
Nemes Rush Group
Michigan
$13.6K 175
CBT
810
Central Bank & Trust
Kentucky
$13.5K 174
TSWM
811
Tyler-Stone Wealth Management
Ohio
$13.2K 170
BWL
812
Bogart Wealth LLC
Virginia
$12.4K 160
WIA
813
Wetzel Investment Advisors
Indiana
$12K 155 +155 New
GBT
814
Grove Bank & Trust
Florida
$11.6K 150
JWA
815
JFS Wealth Advisors
Pennsylvania
$11.6K 150 +27 +22%
VNA
816
Valley National Advisers
Pennsylvania
$11K 150 +134 +838%
IRAG
817
Investment Research & Advisory Group
Georgia
$11K 142
HIM
818
Hillsdale Investment Management
Ontario, Canada
$10.8K 140
PWMG
819
Private Wealth Management Group
New Jersey
$10.7K 138 +138 New
CT
820
Colonial Trust
South Carolina
$10.7K 138 +35 +34%
TAM
821
Tucker Asset Management
Colorado
$10.6K 137
OA
822
Operose Advisors
Wisconsin
$10.1K 130
PCMC
823
Planning Capital Management Corporation
Pennsylvania
$10.1K 130 +130 New
GKIM
824
GW&K Investment Management
Massachusetts
$10K 132 +21 +19%
W
825
WealthCollab
Washington
$9.45K 122 +122 New