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State Street

984 hedge funds and large institutions have $27.5B invested in State Street in 2025 Q2 according to their latest regulatory filings, with 98 funds opening new positions, 353 increasing their positions, 366 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding in top 10

Funds holding in top 10:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

1.6% more ownership

Funds ownership: 89.11%90.71% (+1.6%)

1% more funds holding

Funds holding: 972984 (+12)

4% less repeat investments, than reductions

Existing positions increased: 353 | Existing positions reduced: 366

Holders
984
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$429M
Puts
$122M
Net Calls
Net Calls Change

Top Buyers

1 +$448M
2 +$330M
3 +$281M
4
JP Morgan Chase
JP Morgan Chase
New York
+$187M
5
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$85.2M

Top Sellers

1 -$358M
2 -$314M
3 -$152M
4
BlackRock
BlackRock
New York
-$100M
5
Citadel Advisors
Citadel Advisors
Florida
-$91.3M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
801
IFP Advisors
Florida
$121K
TWC
802
TD Waterhouse Canada
Ontario, Canada
$118K
EWA
803
EverSource Wealth Advisors
Alabama
$114K
KLWA
804
Kelly Lawrence W & Associates
California
$112K
HFM
805
Harvest Fund Management
China
$111K
HI
806
Harbour Investments
Wisconsin
$108K
LI
807
LRI Investments
Florida
$107K
JFA
808
JNBA Financial Advisors
Minnesota
$107K
AWM
809
Activest Wealth Management
Florida
$107K
CM
810
Caption Management
Oklahoma
$106K
OIAM
811
OFI Invest Asset Management
France
$104K
SIM
812
Sentry Investment Management
Wisconsin
$103K
WA
813
WPG Advisers
Maryland
$103K
OWP
814
ORG Wealth Partners
Texas
$102K
BTI
815
Blue Trust Inc
Georgia
$101K
CH
816
Cromwell Holdings
Wyoming
$97.2K
MSE
817
MUFG Securities EMEA
United Kingdom
$90.4K
LFG
818
Larson Financial Group
Missouri
$87.5K
IRC
819
Investors Research Corp
Georgia
$85.1K
CFFP
820
Center for Financial Planning
Michigan
$85.1K
RTC
821
Riverview Trust Company
Washington
$84.3K
OL
822
OneFund LLC
Florida
$84K
MCM
823
MV Capital Management
Maryland
$82K
MEG
824
Millstone Evans Group
Colorado
$81.3K
HFS
825
Hantz Financial Services
Michigan
$78K