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State Street

911 hedge funds and large institutions have $22.6B invested in State Street in 2024 Q3 according to their latest regulatory filings, with 98 funds opening new positions, 277 increasing their positions, 373 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
911
Holders Change
+17
Holders Change %
+1.9%
% of All Funds
13.18%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.09%
New
98
Increased
277
Reduced
373
Closed
74
Calls
$163M
Puts
$202M
Net Calls
-$39.1M
Net Calls Change
-$23.6M
Name Holding Trade Value Shares
Change
Shares
Change %
DWS
801
Dynamic Wealth Strategies
California
$30K
FC
802
Fairscale Capital
New Hampshire
$28.8K
AAP
803
Arax Advisory Partners
Colorado
$26.9K +$8.32K +94 +45%
TFIPS
804
Towarzystwo Funduszy Inwestycyjnych PZU SA
$26.5K
HWA
805
Heritage Wealth Advisors
Virginia
$26.5K +$26.5K +300 New
FDCP
806
Foster Dykema Cabot & Partners
Massachusetts
$26.4K
ADL
807
Asset Dedication LLC
California
$26.2K -$12.4K -140 -32%
CA
808
Continuum Advisory
Idaho
$26.1K -$6.4K -68 -20%
TFGT
809
TS Financial Group (TSFG)
Illinois
$25K -$1.04K -12 -4%
HWM
810
Hemington Wealth Management
Virginia
$25K +$25K +276 New
N
811
Natixis
France
$23.3K -$34.9M -394,063 -100%
LFG
812
Larson Financial Group
Missouri
$23.1K +$22.8K +257 +6,425%
PWMG
813
Private Wealth Management Group
New Jersey
$22.7K +$177 +2 +0.8%
AAG
814
Armstrong Advisory Group
Massachusetts
$22.1K
UCB
815
United Community Bank
South Carolina
$22.1K +$885 +10 +4%
NS
816
NBC Securities
Alabama
$22K
CYG
817
Clean Yield Group
Vermont
$21.8K +$2.21K +25 +11%
ST
818
Smithfield Trust
Pennsylvania
$21K
ZB
819
Zions Bancorporation
Utah
$19.5K -$6.55K -74 -25%
OC
820
Oarsman Capital
Wisconsin
$17.7K +$17.7K +200 New
NCM
821
Northwest Capital Management
Oregon
$17.3K
ATS
822
Ashton Thomas Securities
New York
$17.3K +$17.3K +195 New
GKIM
823
GW&K Investment Management
Massachusetts
$17K +$450 +5 +3%
FMTCOCP
824
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K
Loomis, Sayles & Company
825
Loomis, Sayles & Company
Massachusetts
$15K +$723 +8 +5%