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State Street

1,002 hedge funds and large institutions have $25.2B invested in State Street in 2024 Q4 according to their latest regulatory filings, with 160 funds opening new positions, 295 increasing their positions, 367 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more first-time investments, than exits

New positions opened: 160 | Existing positions closed: 61

50% more funds holding in top 10

Funds holding in top 10: 69 (+3)

11% more capital invested

Capital invested by funds: $22.8B → $25.2B (+$2.48B)

9% more funds holding

Funds holding: 9191,002 (+83)

1.6% more ownership

Funds ownership: 86.1%87.7% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 295 | Existing positions reduced: 367

34% less call options, than puts

Call options by funds: $146M | Put options by funds: $223M

Holders
1,002
Holders Change
+83
Holders Change %
+9.03%
% of All Funds
13.2%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
160
Increased
295
Reduced
367
Closed
61
Calls
$146M
Puts
$223M
Net Calls
-$76.6M
Net Calls Change
-$37.5M
Name Holding Trade Value Shares
Change
Change in
Stake
SSB
801
Sandy Spring Bank
Maryland
$155K -$167K -1,760 -53%
TFM
802
TFC Financial Management
Massachusetts
$154K -$51.7K -546 -26%
ETC
803
Exchange Traded Concepts
Oklahoma
$154K -$6.25K -66 -4%
EWA
804
EverSource Wealth Advisors
Alabama
$145K +$7.01K +74 +5%
QCG
805
Quadrant Capital Group
Ohio
$142K +$3.69K +39 +3%
GRP
806
Global Retirement Partners
California
$140K -$8.33K -88 -6%
WA
807
WPG Advisers
Maryland
$137K +$132K +1,394 New
ECM
808
Estabrook Capital Management
New York
$132K
WTC
809
WhitTier Trust Company
Nevada
$129K
SWM
810
Spire Wealth Management
Virginia
$129K -$1.8K -19 -1%
PB
811
Pinnacle Bancorp
Nebraska
$129K
KTC
812
Kentucky Trust Company
Kentucky
$125K +$120K +1,270 New
BCA
813
Bray Capital Advisors
Florida
$124K
BLC
814
Brown, Lisle/Cummings
Rhode Island
$124K
SOW
815
State of Wyoming
Wyoming
$121K -$20.6K -217 -15%
SIM
816
Sentry Investment Management
Wisconsin
$120K -$18.8K -198 -14%
RTC
817
Riverview Trust Company
Washington
$118K
Capstone Investment Advisors
818
Capstone Investment Advisors
New York
$116K -$312K -3,299 -74%
HI
819
Harbour Investments
Wisconsin
$114K +$2.94K +31 +3%
VWM
820
Venturi Wealth Management
Texas
$109K +$39.6K +418 +60%
TWC
821
TD Waterhouse Canada
Ontario, Canada
$108K
MEG
822
Millstone Evans Group
Colorado
$105K +$101K +1,070 New
ACM
823
Aster Capital Management
United Arab Emirates
$105K +$101K +1,067 New
BSB
824
Bangor Savings Bank
Maine
$104K
KLWA
825
Kelly Lawrence W & Associates
California
$103K

STT Hedge Fund Activity: Q4 2024 in Review

1,002 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q4 2024, worth a combined $25.2B — up 11% from $22.8B a quarter earlier.

Buyers outnumbered sellers: 160 funds opened new STT positions and 61 closed out — a net gain of 99 holders — while 295 added to existing stakes and 367 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $154M. The largest seller was Dodge & Cox, cutting an estimated $192M.

  • 1,002 institutional investors held State Street (STT) as of Q4 2024, up from 919 in Q3 2024.
  • Funds reported $25.2B of State Street stock for Q4 2024, up 11% quarter-over-quarter.
  • 160 funds opened new State Street positions in Q4 2024 and 61 closed out, a net change of +99 holders.
  • The largest State Street buyer in Q4 2024 was T. Rowe Price Associates, an estimated $154M added.
  • The largest State Street seller in Q4 2024 was Dodge & Cox, an estimated $192M sold.

Based on aggregated 13F filings for Q4 2024.