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State Street

969 hedge funds and large institutions have $23B invested in State Street in 2025 Q1 according to their latest regulatory filings, with 104 funds opening new positions, 351 increasing their positions, 338 reducing their positions, and 104 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
969
Holders Change
-20
Holders Change %
-2.02%
% of All Funds
13.16%
Holding in Top 10
6
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-33.33%
% of All Funds
0.08%
New
104
Increased
351
Reduced
338
Closed
104
Calls
$140M
Puts
$120M
Net Calls
+$19.6M
Net Calls Change
+$96.2M
Name Holding Trade Value Shares
Change
Shares
Change %
Loomis, Sayles & Company
801
Loomis, Sayles & Company
Massachusetts
$85K +$42.2K +471 +99%
AssetMark Inc
802
AssetMark Inc
California
$83.6K +$32K +357 +62%
LC
803
Lindbrook Capital
California
$82.5K +$4.12K +46 +5%
HI
804
Harbour Investments
Wisconsin
$81.1K -$22.6K -252 -22%
CH
805
Cromwell Holdings
Wyoming
$79K +$1.43K +16 +2%
WA
806
WPG Advisers
Maryland
$76.9K -$47.9K -535 -38%
SIM
807
Sentry Investment Management
Wisconsin
$72K -$21.5K -280 -23%
CFFP
808
Center for Financial Planning
Michigan
$71.6K
CB
809
Community Bank
New York
$71.6K
IRC
810
Investors Research Corp
Georgia
$71.6K
EWA
811
EverSource Wealth Advisors
Alabama
$70.2K -$62K -692 -47%
BSB
812
Bangor Savings Bank
Maine
$64.1K -$30.6K -342 -32%
TFGT
813
TS Financial Group (TSFG)
Illinois
$64K +$38.4K +431 +150%
SSG
814
Summit Securities Group
New York
$63.9K +$1.25K +14 +2%
CWM
815
Crowley Wealth Management
Delaware
$63K
DMBA
816
Deseret Mutual Benefit Administrators
Utah
$62.5K
CTC
817
Central Trust Company
Missouri
$61.2K
OIAM
818
OFI Invest Asset Management
France
$60.3K +$60.3K +727 New
WBC
819
West Branch Capital
Massachusetts
$58.3K
HCP
820
Hexagon Capital Partners
Arkansas
$56.1K -$26.8K -299 -32%
IA
821
IFP Advisors
Florida
$55.8K -$2.33K -26 -4%
WA
822
Whipplewood Advisors
Colorado
$53.8K +$52.3K +21,380 +3,432%
HIMS
823
Hager Investment Management Services
New Hampshire
$51K
C
824
Covestor
United Kingdom
$51K +$9.47K +106 +23%
SAM
825
S.A. Mason
Michigan
$49.2K