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State Street

986 hedge funds and large institutions have $23.2B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 101 funds opening new positions, 354 increasing their positions, 347 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more call options, than puts

Call options by funds: $140M | Put options by funds: $120M

2.33% more ownership

Funds ownership: 87.7%90.03% (+2.3%)

2% more repeat investments, than reductions

Existing positions increased: 354 | Existing positions reduced: 347

3% less first-time investments, than exits

New positions opened: 101 | Existing positions closed: 104

2% less funds holding

Funds holding: 1,002986 (-16)

8% less capital invested

Capital invested by funds: $25.2B → $23.2B (-$2.02B)

33% less funds holding in top 10

Funds holding in top 10: 96 (-3)

Holders
986
Holders Change
-16
Holders Change %
-1.6%
% of All Funds
13.22%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
101
Increased
354
Reduced
347
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
801
Kentucky Trust Company
Kentucky
$114K
RTC
802
Riverview Trust Company
Washington
$107K -$955 -10 -0.8%
MPWT
803
MassMutual Private Wealth & Trust
Connecticut
$104K +$12.8K +134 +13%
TWC
804
TD Waterhouse Canada
Ontario, Canada
$97.7K
GM
805
GeoWealth Management
Illinois
$95.5K -$52.2K -546 -34%
MEG
806
Millstone Evans Group
Colorado
$95K -$860 -9 -0.8%
KLWA
807
Kelly Lawrence W & Associates
California
$94K
OWP
808
ORG Wealth Partners
Texas
$92.5K +$99.5K +1,042 New
GAM
809
Generali Asset Management
Italy
$90.2K
LI
810
LRI Investments
Florida
$90.2K
JFA
811
JNBA Financial Advisors
Minnesota
$90.1K
GCS
812
Gordian Capital (Singapore)
Singapore
$89.5K +$95.5K +1,000 New
Loomis, Sayles & Company
813
Loomis, Sayles & Company
Massachusetts
$85K +$45K +471 +99%
AssetMark Inc
814
AssetMark Inc
California
$83.6K +$34.1K +357 +62%
LC
815
Lindbrook Capital
California
$82.5K +$4.39K +46 +5%
HI
816
Harbour Investments
Wisconsin
$81.1K -$24.1K -252 -22%
CH
817
Cromwell Holdings
Wyoming
$79K +$1.53K +16 +2%
WA
818
WPG Advisers
Maryland
$76.9K -$51.1K -535 -38%
SIM
819
Sentry Investment Management
Wisconsin
$72K -$26.7K -280 -23%
CFFP
820
Center for Financial Planning
Michigan
$71.6K
CB
821
Community Bank
New York
$71.6K
IRC
822
Investors Research Corp
Georgia
$71.6K
EWA
823
EverSource Wealth Advisors
Alabama
$70.2K -$66.1K -692 -47%
BSB
824
Bangor Savings Bank
Maine
$64.1K -$32.7K -342 -32%
TFGT
825
TS Financial Group (TSFG)
Illinois
$64K +$41.2K +431 +150%

STT Hedge Fund Activity: Q1 2025 in Review

986 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in State Street (STT) for Q1 2025, worth a combined $23.2B — down 8% from $25.2B a quarter earlier.

Sellers outnumbered buyers: 104 funds closed out of STT and 101 opened new positions — a net loss of 3 holders — while 347 trimmed existing stakes and 354 added.

The largest buyer was Eastern Bank, adding an estimated $282M. The largest seller was Amundi, cutting an estimated $117M.

  • 986 institutional investors held State Street (STT) as of Q1 2025, down from 1,002 in Q4 2024.
  • Funds reported $23.2B of State Street stock for Q1 2025, down 8% quarter-over-quarter.
  • 101 funds opened new State Street positions in Q1 2025 and 104 closed out, a net change of -3 holders.
  • The largest State Street buyer in Q1 2025 was Eastern Bank, an estimated $282M added.
  • The largest State Street seller in Q1 2025 was Amundi, an estimated $117M sold.

Based on aggregated 13F filings for Q1 2025.